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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 | $18,118 | $60,349-70.0% | $74,184-75.6% | $62,881-71.2% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 3.69% | 21.38%-17.7pp | 17.74%-14.0pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,665 | $4,261+126.8% | $5,586+73.0% | $4,296+125.0% |