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 | $13,652 | $49,255-72.3% | $70,494-80.6% | $79,856-82.9% |
| Participation rate | 95.5% | 69.2%+26.3pp | 75.1%+20.4pp | 69.6%+25.8pp |
| Annual return | 11.61% | 30.10%-18.5pp | 109.16%-97.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,622 | $2,879-43.7% | $3,848-57.8% | $5,306-69.4% |