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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 | $7,555 | $71,230-89.4% | $93,727-91.9% | $80,959-90.7% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.7%+23.0pp |
| Annual return | 6.87% | 11.26%-4.4pp | 133.83%-127.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $667 | $6,961-90.4% | $8,292-92.0% | $6,925-90.4% |