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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 | $11,905 | $104,098-88.6% | $140,514-91.5% | $94,015-87.3% |
| Participation rate | 70.0% | 73.7%-3.7pp | 77.8%-7.8pp | 70.8%-0.8pp |
| Annual return | 0.96% | 15.14%-14.2pp | 14.36%-13.4pp | 17.84%-16.9pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $490 | $10,439-95.3% | $13,697-96.4% | $8,951-94.5% |