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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 | $932 | $210,343-99.6% | $153,476-99.4% | $145,978-99.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 7.37% | 13.38%-6.0pp | 15.66%-8.3pp | 550.52%-543.1pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,759-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,451 | $19,424-71.9% | $12,729-57.2% | $13,400-59.3% |