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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 | $58,589 | $142,816-59.0% | $128,366-54.4% | $248,183-76.4% |
| Participation rate | 75.0% | 22.2%+52.8pp | 19.3%+55.7pp | 45.9%+29.1pp |
| Annual return | 0.73% | 8.48%-7.7pp | 9.39%-8.7pp | 10.21%-9.5pp |
| Employer contribution / active EE | $17,473 | $40,983-57.4% | $33,466-47.8% | $42,272-58.7% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $1,895 | $2,425-21.9% | $2,132-11.1% | $13,518-86.0% |