Filed July 7, 2016 (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.)
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 | $66,351 | $59,804+10.9% | $81,988-19.1% | $79,859-16.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 35.25% | 17.56%+17.7pp | 41.32%-6.1pp | 31.71%+3.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,499-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,723-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,439 | $4,288+73.5% | $5,666+31.3% | $5,307+40.2% |