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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 | $1,864 | $107,666-98.3% | $102,184-98.2% | $154,746-98.8% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 5.80% | 29.33%-23.5pp | 31.58%-25.8pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,638 | $12,943-10.1% | $11,609+0.3% | $14,365-19.0% |