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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 | $1,375 | $57,590-97.6% | $86,233-98.4% | $82,448-98.3% |
| Participation rate | 72.4% | 57.9%+14.5pp | 69.0%+3.4pp | 68.1%+4.3pp |
| Annual return | -2.76% | 22.41%-25.2pp | 61.39%-64.1pp | 41.64%-44.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $357 | $4,730-92.4% | $8,342-95.7% | $7,234-95.1% |