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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 | $2,947 | $45,050-93.5% | $63,018-95.3% | $70,126-95.8% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | -0.16% | 18.76%-18.9pp | 87.62%-87.8pp | 73.15%-73.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $36,565 | $2,834+1190.2% | $3,601+915.5% | $4,645+687.1% |