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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 | $8,789 | $340,249-97.4% | $329,695-97.3% | $330,599-97.3% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | -0.08% | 10.01%-10.1pp | 9.82%-9.9pp | 13.05%-13.1pp |
| Employer contribution / active EE | $22,600 | $31,901-29.2% | $30,311-25.4% | $37,652-40.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $7,066 | $60,407-88.3% | $53,840-86.9% | $31,365-77.5% |