Filed May 24, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $512,200 | $103,164+396.5% | $90,259+467.5% | $154,746+231.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | -11.60% | 19.25%-30.9pp | 18.88%-30.5pp | 172.34%-183.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,407 | $8,593-83.6% | $7,267-80.6% | $14,365-90.2% |