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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 | $15,874 | $87,132-81.8% | $105,624-85.0% | $80,959-80.4% |
| Participation rate | 82.7% | 70.4%+12.2pp | 75.3%+7.4pp | 67.7%+15.0pp |
| Annual return | -5.47% | 17.03%-22.5pp | 116.20%-121.7pp | 35.67%-41.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $368 | $8,449-95.6% | $10,961-96.6% | $6,925-94.7% |