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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 | $10,306 | $176,071-94.1% | $159,450-93.5% | $167,497-93.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 3.63% | 331.79%-328.2pp | 263.60%-260.0pp | 478.62%-475.0pp |
| Employer contribution / active EE | $2,984 | $5,298-43.7% | $4,830-38.2% | $4,838-38.3% |
| Participant deferral / active EE | $6,472 | $7,750-16.5% | $7,352-12.0% | $6,341+2.1% |
| Admin fee / account holder | $11,782 | $12,555-6.2% | $10,800+9.1% | $12,310-4.3% |