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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 | $16,431 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.60% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $5,562 | $5,289+5.2% | $4,936+12.7% | $4,663+19.3% |
| Participant deferral / active EE | $9,970 | $8,429+18.3% | $8,071+23.5% | $6,691+49.0% |
| Admin fee / account holder | $15,667 | $15,050+4.1% | $13,005+20.5% | $13,402+16.9% |