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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 | $10,697 | $107,666-90.1% | $102,184-89.5% | $154,746-93.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.02% | 29.33%-18.3pp | 31.58%-20.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $4,160 | $3,846+8.2% | $3,594+15.8% | $4,379-5.0% |
| Participant deferral / active EE | $4,157 | $8,719-52.3% | $8,309-50.0% | $6,730-38.2% |
| Admin fee / account holder | $7,873 | $12,943-39.2% | $11,609-32.2% | $14,365-45.2% |