Filed April 6, 2022
Total covered: 4 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 | $411,600 | $157,829+160.8% | $136,867+200.7% | $198,609+107.2% |
| Participation rate | 95.5% | 77.2%+18.3pp | 74.5%+20.9pp | 82.4%+13.1pp |
| Annual return | 14.28% | 51.25%-37.0pp | 42.97%-28.7pp | 202.70%-188.4pp |
| Employer contribution / active EE | $10,098 | $3,923+157.4% | $3,547+184.7% | $5,055+99.7% |
| Participant deferral / active EE | $16,512 | $5,463+202.2% | $4,924+235.4% | $6,977+136.7% |
| Admin fee / account holder | $959 | $11,107-91.4% | $10,340-90.7% | $19,030-95.0% |