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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 | $18,848 | $197,627-90.5% | $177,839-89.4% | $158,988-88.1% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 1.06% | 58.77%-57.7pp | 48.33%-47.3pp | 303.00%-301.9pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,309 | $15,408+5.8% | $12,432+31.2% | $11,252+44.9% |