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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,832 | $151,490-96.2% | $129,406-95.5% | - |
| Participation rate | 0.0% | 67.5%-67.5pp | 69.6%-69.6pp | - |
| Annual return | 4.25% | 14.17%-9.9pp | 9468.18%-9463.9pp | - |
| Employer contribution / active EE | $0 | $2,542-100.0% | $4,155-100.0% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $1,104 | $25,345-95.6% | $7,689-85.6% | - |