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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 | $28,760 | $125,797-77.1% | $170,043-83.1% | $75,173-61.7% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.0%+6.1pp | 67.2%+25.9pp |
| Annual return | 0.85% | 27.20%-26.3pp | 53.40%-52.6pp | 160.72%-159.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,788 | $8,177+56.4% | $12,824-0.3% | $5,651+126.3% |