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 | $40,216 | $227,657-82.3% | $189,611-78.8% | $167,560-76.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.5%-78.5pp | 82.1%-82.1pp |
| Annual return | 14.61% | 78.46%-63.8pp | 64.20%-49.6pp | 478.94%-464.3pp |
| Employer contribution / active EE | $0 | $5,318-100.0% | $4,413-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,123 | $11,881-48.5% | $9,808-37.6% | $12,317-50.3% |