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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 | $17,623 | $117,829-85.0% | $102,423-82.8% | $145,877-87.9% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 2.62% | 31.83%-29.2pp | 29.42%-26.8pp | 551.28%-548.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,019 | $13,335-92.4% | $9,455-89.2% | $13,402-92.4% |