Filed February 24, 2020
Total covered: 20 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 | $480,227 | $47,944+901.6% | $67,834+607.9% | $62,881+663.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.09% | 11.77%-3.7pp | 138.47%-130.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $29,979 | $1,562+1819.1% | $2,403+1147.3% | $2,281+1214.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $189,427 | $3,712+5003.3% | $4,622+3998.1% | $4,296+4309.7% |