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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 | $12,368 | $185,312-93.3% | $161,489-92.3% | $154,746-92.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.81% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $4,679 | $4,769-1.9% | $4,268+9.6% | $4,379+6.8% |
| Participant deferral / active EE | $3,173 | $6,350-50.0% | $5,630-43.6% | $6,730-52.8% |
| Admin fee / account holder | $512 | $18,654-97.3% | $16,006-96.8% | $14,365-96.4% |