Filed September 12, 2019 (most recent of 2 filings on file)
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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 | $81,874 | $73,518+11.4% | $63,005+29.9% | $147,585-44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.84% | 175.46%-166.6pp | 87.59%-78.8pp | 578.58%-569.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,050 | $4,183+44.6% | $3,329+81.7% | $5,439+11.2% |
| Admin fee / account holder | $1,442 | $5,952-75.8% | $3,599-59.9% | $10,886-86.8% |