Filed September 20, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,946 | $77,638-92.3% | $156,551-96.2% | $62,881-90.5% |
| Participation rate | 82.1% | 71.2%+10.9pp | 84.0%-2.0pp | 69.3%+12.7pp |
| Annual return | -1.14% | 50.33%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,678 | $5,561-69.8% | $13,028-87.1% | $4,296-60.9% |