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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 | $13,930 | $64,359-78.4% | $90,161-84.5% | $70,126-80.1% |
| Participation rate | 74.5% | 70.4%+4.0pp | 76.9%-2.4pp | 69.5%+4.9pp |
| Annual return | 12.25% | 28.13%-15.9pp | 34.89%-22.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,450 | $3,945-12.5% | $5,943-41.9% | $4,645-25.7% |