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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 | $12,228 | $53,127-77.0% | $86,597-85.9% | $70,131-82.6% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | -0.36% | 27.66%-28.0pp | 964.96%-965.3pp | 73.14%-73.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,727 | $3,585+3.9% | $4,906-24.0% | $4,645-19.8% |