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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 | $102,609-95.3% | $98,090-95.1% | $138,895-96.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.90% | 36.44%-26.5pp | 37.05%-27.1pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,849 | $3,867-52.2% | $3,606-48.7% | $4,194-55.9% |
| Participant deferral / active EE | $5,890 | $8,167-27.9% | $7,845-24.9% | $6,396-7.9% |
| Admin fee / account holder | $6,186 | $11,434-45.9% | $11,815-47.6% | $12,562-50.8% |