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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 | $40,537 | $177,595-77.2% | $148,496-72.7% | $198,609-79.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 1.81% | 9.97%-8.2pp | 12.33%-10.5pp | 202.70%-200.9pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $46,251 | $27,010+71.2% | $19,547+136.6% | $19,030+143.0% |