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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 | $24,300 | $135,905-82.1% | $126,068-80.7% | $198,609-87.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 0.27% | 14.07%-13.8pp | 15.01%-14.7pp | 202.70%-202.4pp |
| Employer contribution / active EE | $1,951 | $4,245-54.0% | $3,968-50.8% | $5,055-61.4% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,004 | $21,036-57.2% | $18,264-50.7% | $19,030-52.7% |