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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 | $16,176 | $117,846-86.3% | $102,434-84.2% | $145,884-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 31.90%-30.4pp | 29.46%-27.9pp | 551.85%-550.3pp |
| Employer contribution / active EE | $11,500 | $3,615+218.1% | $3,023+280.4% | $4,662+146.7% |
| Participant deferral / active EE | $25,500 | $5,733+344.8% | $5,055+404.5% | $6,690+281.2% |
| Admin fee / account holder | $4,639 | $13,356-65.3% | $9,462-51.0% | $13,392-65.4% |