Filed January 5, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $273,940 | $96,524+183.8% | $75,900+260.9% | $152,909+79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.32% | 33.93%-14.6pp | 30.73%-11.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,664 | $4,554+46.3% | $3,604+84.9% | $5,851+13.9% |
| Admin fee / account holder | $17,611 | $8,082+117.9% | $5,421+224.9% | $11,601+51.8% |