Filed December 21, 2021 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,946 | $85,199-21.4% | $57,196+17.0% | $63,975+4.6% |
| Participation rate | 73.6% | 74.0%-0.5pp | 75.3%-1.8pp | 71.1%+2.4pp |
| Annual return | -17.06% | 10.43%-27.5pp | 14.59%-31.7pp | 48.65%-65.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,049 | $3,109-66.3% | $3,096-66.1% | $3,356-68.7% |
| Admin fee / account holder | $378 | $39+878.1% | $3,141-88.0% | $70+436.4% |