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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 | $3,271 | $112,729-97.1% | $98,716-96.7% | $137,256-97.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.33% | 38.48%-29.2pp | 31.81%-22.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,956 | $2,725-28.2% | $2,279-14.1% | $4,156-52.9% |
| Participant deferral / active EE | $3,269 | $4,640-29.6% | $4,048-19.2% | $6,407-49.0% |
| Admin fee / account holder | $1,269 | $10,129-87.5% | $8,703-85.4% | $12,270-89.7% |