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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 | $13,534 | $156,398-91.3% | $147,318-90.8% | $138,895-90.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.73% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,768 | $4,853-63.6% | $4,593-61.5% | $4,194-57.8% |
| Participant deferral / active EE | $8,910 | $8,237+8.2% | $7,906+12.7% | $6,396+39.3% |
| Admin fee / account holder | $8,272 | $14,976-44.8% | $13,708-39.7% | $12,562-34.1% |