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 | $13,527 | $42,909-68.5% | $60,906-77.8% | $68,486-80.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -11.97% | -13.99%+2.0pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,957 | $3,104-37.0% | $3,227-39.4% | $5,404-63.8% |