Filed August 30, 2016
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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 | $97,992 | $86,949+12.7% | $102,460-4.4% | $80,959+21.0% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.7%+30.8pp |
| Annual return | 22.26% | 18.89%+3.4pp | 29.47%-7.2pp | 35.67%-13.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,739 | $8,048-28.7% | $9,460-39.3% | $6,925-17.1% |