Filed November 15, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,687 | $145,431+205.8% | $211,142+110.6% | $87,485+408.3% |
| Participation rate | 16.7% | 84.7%-68.1pp | 87.3%-70.6pp | 68.9%-52.3pp |
| Annual return | 25.06% | 27.21%-2.1pp | 46.84%-21.8pp | 26.06%-1.0pp |
| Employer contribution / active EE | $2,143 | $4,662-54.0% | $6,442-66.7% | $2,596-17.4% |
| Participant deferral / active EE | $3,894 | $6,859-43.2% | $9,284-58.1% | $4,274-8.9% |
| Admin fee / account holder | $44,380 | $17,052+160.3% | $19,076+132.7% | $7,775+470.8% |