Filed December 19, 2017
Total covered: 54 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 | $483,063 | $110,083+338.8% | $151,639+218.6% | $68,486+605.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.70% | -10.12%-6.6pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $13,766 | $4,470+208.0% | $6,165+123.3% | $2,597+430.1% |
| Participant deferral / active EE | $5,200 | $6,526-20.3% | $8,363-37.8% | $4,028+29.1% |
| Admin fee / account holder | $45,318 | $7,718+487.2% | $11,613+290.2% | $5,404+738.6% |