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 | $59,983 | $62,548-4.1% | $85,708-30.0% | $85,852-30.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.02% | 23.77%-11.8pp | 21.49%-9.5pp | 318.66%-306.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,922-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,367 | $4,649+338.1% | $6,876+196.2% | $6,261+225.3% |