Filed March 24, 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.
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 | $35,363 | $64,705-45.3% | $62,929-43.8% | $67,986-48.0% |
| Participation rate | 99.0% | 65.6%+33.4pp | 73.1%+25.9pp | 57.2%+41.8pp |
| Annual return | 7.78% | 20.31%-12.5pp | 1063.93%-1056.1pp | 31.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,683 | $1,428+17.9% | $5,065-66.8% | $3,203-47.4% |