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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 | $11,331 | $86,938-87.0% | $102,423-88.9% | $80,925-86.0% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.0pp | 67.7%+9.9pp |
| Annual return | -10.56% | 18.89%-29.5pp | 29.42%-40.0pp | 35.65%-46.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $487 | $8,053-94.0% | $9,455-94.9% | $6,940-93.0% |