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 | $81,348 | $71,873+13.2% | $86,698-6.2% | $68,490+18.8% |
| Participation rate | 94.9% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | 37.01% | 3.54%+33.5pp | 35.96%+1.0pp | -7.85%+44.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,743 | $6,110-55.1% | $7,492-63.4% | $5,403-49.2% |