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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 | $155,555-97.0% | $146,866-96.8% | $155,188-96.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.64% | 115.41%-109.8pp | 102.85%-97.2pp | 148.84%-143.2pp |
| Employer contribution / active EE | $8,830 | $4,647+90.0% | $4,425+99.6% | $4,248+107.9% |
| Participant deferral / active EE | $10,499 | $8,044+30.5% | $7,759+35.3% | $6,531+60.8% |
| Admin fee / account holder | $6,023 | $14,755-59.2% | $13,620-55.8% | $14,480-58.4% |