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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 | $3,519 | $172,111-98.0% | $150,298-97.7% | $137,256-97.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.56% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,005 | $4,636-35.2% | $4,154-27.7% | $4,156-27.7% |
| Participant deferral / active EE | $4,088 | $6,166-33.7% | $5,453-25.0% | $6,407-36.2% |
| Admin fee / account holder | $3,493 | $16,471-78.8% | $14,116-75.3% | $12,270-71.5% |