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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 | $7,833 | $161,352-95.1% | $134,172-94.2% | $137,256-94.3% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.5%-72.5pp | 80.0%-80.0pp |
| Annual return | 6.46% | 28.72%-22.3pp | 25.30%-18.8pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $96,731 | $15,028+543.7% | $12,016+705.0% | $12,270+688.3% |