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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 | $34,511 | $109,359-68.4% | $162,185-78.7% | $72,976-52.7% |
| Participation rate | 94.7% | 84.3%+10.5pp | 87.6%+7.2pp | 69.5%+25.2pp |
| Annual return | 2.63% | 25.46%-22.8pp | 115.61%-113.0pp | 81.02%-78.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $497 | $7,972-93.8% | $10,844-95.4% | $5,124-90.3% |