Filed May 21, 2019
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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 | $332,750 | $82,288+304.4% | $68,794+383.7% | $134,509+147.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -17.18% | -2.19%-15.0pp | -6.37%-10.8pp | 418.13%-435.3pp |
| Employer contribution / active EE | $21,359 | $3,301+547.1% | $2,656+704.3% | $4,741+350.6% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,225 | $6,482+42.3% | $4,934+87.0% | $11,427-19.3% |