Filed April 27, 2018
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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 | $55,524 | $46,697+18.9% | $117,529-52.8% | $68,490-18.9% |
| Participation rate | 90.9% | 56.8%+34.1pp | 70.6%+20.3pp | 67.9%+23.0pp |
| Annual return | -16.07% | -14.52%-1.6pp | 29.77%-45.8pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,982 | $4,023-25.9% | $5,645-47.2% | $5,403-44.8% |