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 | $143,969+208.9% | $199,883+122.5% | $82,637+438.1% |
| Participation rate | 16.7% | 84.1%-67.5pp | 86.8%-70.1pp | 68.1%-51.4pp |
| Annual return | 25.06% | 25.67%-0.6pp | 43.81%-18.8pp | 53.51%-28.4pp |
| Employer contribution / active EE | $2,143 | $4,632-53.7% | $6,261-65.8% | $2,552-16.0% |
| Participant deferral / active EE | $3,894 | $6,937-43.9% | $9,138-57.4% | $4,126-5.6% |
| Admin fee / account holder | $44,380 | $14,597+204.0% | $17,268+157.0% | $7,339+504.7% |