Filed May 28, 2021 (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 | $33,298 | $211,946-84.3% | $169,452-80.3% | $135,381-75.4% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -4.97% | 3.26%-8.2pp | 1.83%-6.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,948 | $11,472+100.0% | $9,110+151.9% | $10,828+111.9% |