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 | $395,916 | $48,235+720.8% | $68,803+475.4% | $68,490+478.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -8.56% | -12.70%+4.1pp | -6.37%-2.2pp | -7.85%-0.7pp |
| Employer contribution / active EE | $35,017 | $1,829+1814.9% | $2,656+1218.5% | $2,597+1248.5% |
| Participant deferral / active EE | $1,586 | $2,867-44.7% | $3,942-59.8% | $4,028-60.6% |
| Admin fee / account holder | $5,727 | $4,361+31.3% | $4,936+16.0% | $5,403+6.0% |