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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 | $22,564 | $123,793-81.8% | $177,848-87.3% | $79,856-71.7% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.3pp | 69.6%+0.7pp |
| Annual return | 1.71% | 22.82%-21.1pp | 48.33%-46.6pp | 31.71%-30.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $359 | $7,243-95.0% | $12,431-97.1% | $5,306-93.2% |