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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 | $10,620 | $203,483-94.8% | $152,473-93.0% | $167,553-93.7% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.2%-78.2pp | 82.1%-82.1pp |
| Annual return | 2.36% | 13.80%-11.4pp | 757.59%-755.2pp | 478.89%-476.5pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,321 | $22,521-85.3% | $15,811-79.0% | $12,316-73.0% |