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 | $11,998 | $45,082-73.4% | $69,464-82.7% | $72,975-83.6% |
| Participation rate | 95.7% | 68.5%+27.3pp | 74.6%+21.1pp | 69.5%+26.3pp |
| Annual return | 15.62% | 22.66%-7.0pp | 28.98%-13.4pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $679 | $3,057-77.8% | $3,840-82.3% | $5,124-86.8% |