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 | $359,443 | $92,766+287.5% | $82,763+334.3% | $134,545+167.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -2.05% | 946.97%-949.0pp | 702.45%-704.5pp | 418.37%-420.4pp |
| Employer contribution / active EE | $10,418 | $3,273+218.3% | $3,008+246.3% | $4,742+119.7% |
| Participant deferral / active EE | $14,431 | $4,802+200.5% | $4,395+228.3% | $6,401+125.4% |
| Admin fee / account holder | $41,340 | $5,978+591.6% | $5,325+676.3% | $11,431+261.7% |