Filed May 7, 2020
Total covered: 275 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 | $84,036 | $85,171-1.3% | $172,752-51.4% | $72,975+15.2% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 15.08% | 27.32%-12.2pp | 802.97%-787.9pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,428 | $5,880+26.3% | $13,955-46.8% | $5,124+45.0% |