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 | $114,013+261.0% | $103,693+296.9% | $155,188+165.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.8pp | 80.8%+14.7pp |
| Annual return | 14.28% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $10,098 | $3,131+222.5% | $2,920+245.8% | $4,248+137.7% |
| Participant deferral / active EE | $16,512 | $4,970+232.2% | $4,579+260.6% | $6,531+152.8% |
| Admin fee / account holder | $959 | $8,407-88.6% | $7,858-87.8% | $14,480-93.4% |