Filed January 2, 2019
Total covered: 2 employees
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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 | $83,613 | $175,259-52.3% | $149,723-44.2% | $139,487-40.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.63% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.2pp |
| Employer contribution / active EE | $4,761 | $5,478-13.1% | $4,821-1.3% | $4,755+0.1% |
| Participant deferral / active EE | $11,119 | $6,522+70.5% | $5,682+95.7% | $6,713+65.6% |
| Admin fee / account holder | $575 | $16,158-96.4% | $13,215-95.6% | $11,407-95.0% |