Filed July 25, 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 | $70,583 | $46,697+51.2% | $117,529-39.9% | $68,490+3.1% |
| Participation rate | 87.0% | 56.8%+30.2pp | 70.6%+16.4pp | 67.9%+19.1pp |
| Annual return | -14.44% | -14.52%+0.1pp | 29.77%-44.2pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,161 | $4,023+28.3% | $5,645-8.6% | $5,403-4.5% |