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 | $87,200 | $80,983+7.7% | $96,544-9.7% | $75,177+16.0% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 60.50% | 27.05%+33.4pp | 25.88%+34.6pp | 160.75%-100.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,467 | $6,717-48.4% | $8,254-58.0% | $5,651-38.6% |