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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 | $3,389 | $116,434-97.1% | $65,583-94.8% | $139,487-97.6% |
| Participation rate | 72.2% | 67.9%+4.4pp | 65.0%+7.3pp | 80.3%-8.1pp |
| Annual return | -4.88% | 31.34%-36.2pp | 47.46%-52.3pp | 373.84%-378.7pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,044 | $6,696-39.6% | $4,112-1.6% | $11,407-64.6% |