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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 | $1,773 | $49,976-96.5% | $66,674-97.3% | $82,637-97.9% |
| Participation rate | 84.0% | 63.1%+20.9pp | 73.7%+10.3pp | 68.1%+15.9pp |
| Annual return | 3.54% | 39.09%-35.6pp | 321.24%-317.7pp | 53.51%-50.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,822 | $4,594-60.3% | $5,098-64.3% | $7,339-75.2% |