Filed October 25, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $638,410 | $167,483+281.2% | $115,752+451.5% | $147,586+332.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 16.16% | 12.11%+4.0pp | 19.41%-3.3pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,832 | $7,037-2.9% | $5,204+31.3% | $5,439+25.6% |
| Admin fee / account holder | $3,866 | $13,069-70.4% | $6,278-38.4% | $10,886-64.5% |