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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 | $11,733 | $129,737-91.0% | $119,126-90.2% | $154,746-92.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 6.54% | 379.08%-372.5pp | 282.11%-275.6pp | 172.34%-165.8pp |
| Employer contribution / active EE | $10,722 | $4,375+145.1% | $4,034+165.8% | $4,379+144.8% |
| Participant deferral / active EE | $16,722 | $5,842+186.2% | $5,318+214.4% | $6,730+148.5% |
| Admin fee / account holder | $27,395 | $11,961+129.0% | $10,693+156.2% | $14,365+90.7% |