Filed January 8, 2019 (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 | $172,413 | $84,684+103.6% | $73,835+133.5% | $125,388+37.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 3123.93%-3123.2pp | 2268.13%-2267.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $22,554 | $3,123+622.1% | $2,788+709.1% | $4,866+363.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,450 | $5,691+136.3% | $4,880+175.6% | $9,541+41.0% |