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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 | $115,225-97.2% | $100,712-96.8% | $138,895-97.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.33% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,956 | $2,771-29.4% | $2,313-15.4% | $4,194-53.4% |
| Participant deferral / active EE | $3,269 | $4,699-30.4% | $4,085-20.0% | $6,396-48.9% |
| Admin fee / account holder | $1,269 | $10,844-88.3% | $9,256-86.3% | $12,562-89.9% |