Filed January 13, 2021 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,276 | $69,541+48.5% | $59,899+72.4% | $135,380-23.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.26% | 7.95%-13.2pp | 3.46%-8.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $77,886 | $4,206+1751.9% | $3,402+2189.1% | $5,609+1288.6% |
| Admin fee / account holder | $477 | $5,737-91.7% | $3,592-86.7% | $10,828-95.6% |