Filed April 22, 2016 (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 | $181,850 | $138,114+31.7% | $125,391+45.0% | $134,545+35.2% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | 123.44% | 750.88%-627.4pp | 572.41%-449.0pp | 418.37%-294.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,370 | $11,570-62.2% | $10,009-56.3% | $11,431-61.8% |