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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 | $4,194 | $178,174-97.6% | $156,181-97.3% | $137,256-96.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.29% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,495 | $4,972-29.7% | $4,294-18.6% | $4,156-15.9% |
| Participant deferral / active EE | $6,629 | $6,888-3.8% | $6,132+8.1% | $6,407+3.5% |
| Admin fee / account holder | $2,112 | $17,404-87.9% | $14,586-85.5% | $12,270-82.8% |