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 | $256,667 | $82,678+210.4% | $125,391+104.7% | $68,490+274.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 4.97% | -5.97%+10.9pp | 572.41%-567.4pp | -7.85%+12.8pp |
| Employer contribution / active EE | $25,543 | $3,382+655.2% | $4,816+430.4% | $2,597+883.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,978 | $6,277+43.0% | $10,009-10.3% | $5,403+66.2% |