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 | $40,291 | $226,164-82.2% | $182,575-77.9% | $152,914-73.7% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 19.29% | 192.61%-173.3pp | 148.60%-129.3pp | 345.48%-326.2pp |
| Employer contribution / active EE | $0 | $4,980-100.0% | $4,077-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,852-100.0% |
| Admin fee / account holder | $17,568 | $10,709+64.1% | $8,595+104.4% | $11,601+51.4% |