Filed April 21, 2017 (most recent of 2 filings on file)
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 | $70,004 | $95,979-27.1% | $74,549-6.1% | $135,381-48.3% |
| Participation rate | 0.0% | 75.6%-75.6pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -2.77% | 56.98%-59.8pp | 32.54%-35.3pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,058 | $6,523-83.8% | $5,059-79.1% | $10,828-90.2% |