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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 | $2,537 | $198,457-98.7% | $170,435-98.5% | $147,586-98.3% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 4.36% | 257.30%-252.9pp | 205.94%-201.6pp | 578.59%-574.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $319 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |