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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 | $18,673 | $71,230-73.8% | $93,727-80.1% | $80,959-76.9% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 6.61% | 11.26%-4.6pp | 133.83%-127.2pp | 35.67%-29.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,048 | $6,961-41.8% | $8,292-51.2% | $6,925-41.5% |