Filed January 29, 2016
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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 | $64,338 | $73,955-13.0% | $96,520-33.3% | $75,181-14.4% |
| Participation rate | 97.3% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.1pp |
| Annual return | -6.80% | 26.72%-33.5pp | 35.72%-42.5pp | 160.69%-167.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,220 | $5,217+19.2% | $6,733-7.6% | $5,650+10.1% |