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 | $15,345 | $46,599-67.1% | $64,101-76.1% | $75,173-79.6% |
| Participation rate | 91.2% | 65.9%+25.2pp | 72.3%+18.9pp | 67.2%+24.0pp |
| Annual return | 14.55% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $454 | $2,956-84.6% | $3,070-85.2% | $5,651-92.0% |