Filed January 13, 2016 (most recent of 4 filings on file)
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,624 | $138,366-56.9% | $184,185-67.6% | $80,911-26.3% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.6%+13.4pp |
| Annual return | 29.67% | 20.02%+9.6pp | 28.81%+0.9pp | 35.63%-6.0pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $471 | $10,484-95.5% | $13,909-96.6% | $6,935-93.2% |