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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 | $27,404 | $96,731-71.7% | $123,973-77.9% | $86,983-68.5% |
| Participation rate | 70.3% | 70.0%+0.3pp | 76.7%-6.4pp | 69.5%+0.7pp |
| Annual return | 6.58% | 17.33%-10.7pp | 388.13%-381.5pp | 25.83%-19.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,115 | $8,722-75.7% | $11,799-82.1% | $7,856-73.1% |