Filed May 6, 2019
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,684 | $84,713-18.9% | $75,717-9.3% | $167,518-59.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 199.49%-187.5pp | 104.58%-92.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $44,953 | $3,229+1292.0% | $2,743+1538.9% | $4,838+829.1% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,054 | $5,357-61.7% | $3,619-43.2% | $12,312-83.3% |