Filed January 21, 2020 (most recent of 2 filings on file)
Total covered: 2 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 | $272,284 | $208,088+30.9% | $186,193+46.2% | $154,746+76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.87% | 89.97%-74.1pp | 78.03%-62.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $12,397 | $4,340+185.7% | $3,918+216.4% | $4,379+183.1% |
| Participant deferral / active EE | $9,467 | $7,078+33.8% | $6,513+45.4% | $6,730+40.7% |
| Admin fee / account holder | $1,639 | $11,698-86.0% | $11,058-85.2% | $14,365-88.6% |