Filed March 23, 2020
Total covered: 9 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 | $302,622 | $85,766+252.8% | $136,298+122.0% | $70,126+331.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.75% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,733 | $2,966-7.8% | $4,696-41.8% | $2,343+16.7% |
| Participant deferral / active EE | $11,533 | $5,051+128.3% | $6,247+84.6% | $3,332+246.2% |
| Admin fee / account holder | $32,659 | $5,421+502.5% | $9,244+253.3% | $4,645+603.0% |