Filed November 6, 2021
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,057 | $82,678+203.7% | $125,391+100.2% | $68,490+266.6% |
| Participation rate | 95.1% | 75.1%+20.1pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,313 | $3,382-61.2% | $4,816-72.7% | $2,597-49.4% |
| Participant deferral / active EE | $13,100 | $6,111+114.4% | $7,448+75.9% | $4,028+225.2% |
| Admin fee / account holder | $10,473 | $6,277+66.8% | $10,009+4.6% | $5,403+93.8% |