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.)
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 | $33,583 | $228,422-85.3% | $185,876-81.9% | $158,988-78.9% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | -0.02% | 40.82%-40.8pp | 35.96%-36.0pp | 303.00%-303.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,418-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,800 | $11,870+33.1% | $9,504+66.2% | $11,252+40.4% |