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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 | $87,106-81.8% | $105,607-85.0% | $80,935-80.4% |
| Participation rate | 82.7% | 70.4%+12.2pp | 75.3%+7.4pp | 67.7%+15.0pp |
| Annual return | -5.47% | 17.01%-22.5pp | 116.11%-121.6pp | 35.66%-41.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $368 | $8,447-95.6% | $10,958-96.6% | $6,924-94.7% |