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 | $138,393-56.9% | $184,256-67.6% | $80,959-26.4% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.7%+13.4pp |
| Annual return | 29.67% | 20.01%+9.7pp | 28.85%+0.8pp | 35.67%-6.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $471 | $10,489-95.5% | $13,899-96.6% | $6,925-93.2% |