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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 | $18,741 | $124,346-84.9% | $111,306-83.2% | $167,553-88.8% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 8.90% | 37.46%-28.6pp | 54.67%-45.8pp | 478.89%-470.0pp |
| Employer contribution / active EE | $1,586 | $3,438-53.9% | $2,732-42.0% | $4,840-67.2% |
| Participant deferral / active EE | $3,225 | $5,182-37.8% | $4,488-28.1% | $6,343-49.1% |
| Admin fee / account holder | $5,185 | $10,623-51.2% | $7,966-34.9% | $12,316-57.9% |