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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 | $2,906 | $86,940-96.7% | $102,434-97.2% | $80,935-96.4% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.7pp |
| Annual return | -5.90% | 18.89%-24.8pp | 29.46%-35.4pp | 35.66%-41.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $704 | $8,047-91.3% | $9,462-92.6% | $6,924-89.8% |