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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 | $17,112 | $103,393-83.4% | $87,103-80.4% | $152,909-88.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 3.89% | 28.10%-24.2pp | 28.19%-24.3pp | 345.46%-341.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $260,143 | $12,195+2033.2% | $7,491+3372.5% | $11,601+2142.5% |