Filed October 27, 2021 (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 | $21,796 | $53,837-59.5% | $75,714-71.2% | $85,847-74.6% |
| Participation rate | 85.7% | 69.1%+16.7pp | 74.8%+10.9pp | 69.3%+16.4pp |
| Annual return | 22.25% | 24.54%-2.3pp | 104.62%-82.4pp | 318.61%-296.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,906 | $3,339-42.9% | $3,619-47.3% | $6,261-69.6% |