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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 | $8,742 | $156,398-94.4% | $147,318-94.1% | $138,895-93.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.83% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,528 | $4,853-27.3% | $4,593-23.2% | $4,194-15.9% |
| Participant deferral / active EE | $6,864 | $8,237-16.7% | $7,906-13.2% | $6,396+7.3% |
| Admin fee / account holder | $8,810 | $14,976-41.2% | $13,708-35.7% | $12,562-29.9% |