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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 | $2,072 | $69,273-97.0% | $90,796-97.7% | $82,637-97.5% |
| Participation rate | 70.4% | 64.0%+6.3pp | 69.5%+0.9pp | 68.1%+2.3pp |
| Annual return | 11.20% | 18.37%-7.2pp | 19.29%-8.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $699 | $5,511-87.3% | $7,024-90.1% | $7,339-90.5% |