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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 | $6,543 | $85,171-92.3% | $172,753-96.2% | $72,976-91.0% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.4pp | 69.5%+18.5pp |
| Annual return | 4.36% | 27.32%-23.0pp | 803.00%-798.6pp | 81.02%-76.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $577 | $5,880-90.2% | $13,956-95.9% | $5,124-88.7% |