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.)
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 | $43,013 | $48,247-10.8% | $68,815-37.5% | $68,494-37.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -28.97% | -12.70%-16.3pp | -6.37%-22.6pp | -7.86%-21.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,943-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,030 | $4,365-53.5% | $4,936-58.9% | $5,403-62.4% |