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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 | $25,650 | $192,829-86.7% | $142,516-82.0% | $139,466-81.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 2.17% | 17.99%-15.8pp | 19.99%-17.8pp | 373.66%-371.5pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $29,983 | $15,120+98.3% | $10,008+199.6% | $11,409+162.8% |