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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 | $11,905 | $97,550-87.8% | $120,344-90.1% | $87,485-86.4% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.7%-6.7pp | 68.9%+1.1pp |
| Annual return | 0.96% | 18.41%-17.4pp | 20.30%-19.3pp | 26.06%-25.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $490 | $9,543-94.9% | $12,742-96.2% | $7,775-93.7% |