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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 | $16,673 | $67,411-75.3% | $91,004-81.7% | $70,126-76.2% |
| Participation rate | 92.5% | 71.4%+21.1pp | 75.6%+16.9pp | 69.5%+22.9pp |
| Annual return | -2.20% | -40.16%+38.0pp | 4.60%-6.8pp | 73.15%-75.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,534 | $4,236-63.8% | $5,417-71.7% | $4,645-67.0% |