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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 | $11,911 | $114,237-89.6% | $119,258-90.0% | $167,536-92.9% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.1%-82.1pp |
| Annual return | 7.31% | 29.87%-22.6pp | 30.69%-23.4pp | 478.82%-471.5pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,450 | $8,932-50.2% | $7,226-38.4% | $12,315-63.9% |