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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 | $1,347 | $97,751-98.6% | $103,447-98.7% | $145,877-99.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.37% | 25.43%-19.1pp | 23.92%-17.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,776 | $4,684-62.1% | $4,678-62.0% | $4,663-61.9% |
| Participant deferral / active EE | $2,001 | $6,603-69.7% | $6,624-69.8% | $6,691-70.1% |
| Admin fee / account holder | $2,309 | $12,515-81.5% | $9,415-75.5% | $13,402-82.8% |