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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 | $12,946 | $96,965-86.6% | $97,995-86.8% | $147,586-91.2% |
| Participation rate | 72.7% | 83.6%-10.9pp | 82.4%-9.7pp | 82.8%-10.1pp |
| Annual return | 6.07% | 24.11%-18.0pp | 23.94%-17.9pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,481 | $8,120-81.8% | $5,943-75.1% | $10,886-86.4% |