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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 | $4,736 | $162,136-97.1% | $152,301-96.9% | $154,746-96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.64% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $8,830 | $4,890+80.6% | $4,624+90.9% | $4,379+101.6% |
| Participant deferral / active EE | $10,499 | $8,341+25.9% | $8,004+31.2% | $6,730+56.0% |
| Admin fee / account holder | $6,023 | $15,759-61.8% | $14,398-58.2% | $14,365-58.1% |