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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 | $184,014-97.7% | $161,149-97.4% | $138,895-97.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.29% | 21.52%-12.2pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $3,495 | $5,055-30.9% | $4,360-19.8% | $4,194-16.7% |
| Participant deferral / active EE | $6,629 | $6,909-4.1% | $6,153+7.7% | $6,396+3.6% |
| Admin fee / account holder | $2,112 | $18,027-88.3% | $15,194-86.1% | $12,562-83.2% |