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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 | $4,838 | $100,970-95.2% | $96,576-95.0% | $137,256-96.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.90% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,849 | $3,809-51.5% | $3,553-48.0% | $4,156-55.5% |
| Participant deferral / active EE | $5,890 | $8,286-28.9% | $7,956-26.0% | $6,407-8.1% |
| Admin fee / account holder | $6,186 | $11,312-45.3% | $11,381-45.6% | $12,270-49.6% |