Filed May 10, 2018 (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 | $17,590 | $48,277-63.6% | $67,511-73.9% | $80,874-78.3% |
| Participation rate | 91.2% | 66.4%+24.8pp | 72.9%+18.3pp | 67.6%+23.5pp |
| Annual return | 12.76% | 18.27%-5.5pp | 3517.41%-3504.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $419 | $3,687-88.6% | $3,999-89.5% | $6,935-94.0% |