Filed December 20, 2017
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,690 | $88,702+372.0% | $81,780+412.0% | $145,978+186.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1029.12%-1020.6pp | 776.27%-767.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $34,440 | $3,084+1016.6% | $2,914+1081.9% | $4,662+638.8% |
| Participant deferral / active EE | $10,121 | $4,645+117.9% | $4,321+134.2% | $6,690+51.3% |
| Admin fee / account holder | $15,090 | $8,414+79.3% | $7,384+104.4% | $13,400+12.6% |