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 | $258,870 | $77,817+232.7% | $123,553+109.5% | $64,173+303.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.96% | 12.49%-19.4pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,879 | $3,014+95.1% | $4,628+27.0% | $2,381+146.9% |
| Participant deferral / active EE | $11,758 | $5,240+124.4% | $6,426+83.0% | $3,470+238.9% |
| Admin fee / account holder | $3,919 | $5,519-29.0% | $9,284-57.8% | $4,887-19.8% |