Filed January 12, 2016
Total covered: 12 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 | $315,931 | $64,719+388.2% | $112,249+181.5% | $68,486+361.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.07% | -11.40%+2.3pp | 27.48%-36.6pp | -7.85%-1.2pp |
| Employer contribution / active EE | $15,215 | $2,747+454.0% | $3,636+318.5% | $2,597+486.0% |
| Participant deferral / active EE | $11,750 | $3,565+229.6% | $4,729+148.5% | $4,028+191.7% |
| Admin fee / account holder | $4,769 | $5,232-8.9% | $6,412-25.6% | $5,404-11.7% |