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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 | $287 | $70,532-99.6% | $68,948-99.6% | $137,256-99.8% |
| Participation rate | 75.0% | 81.0%-6.0pp | 79.2%-4.2pp | 80.0%-5.0pp |
| Annual return | 1.97% | 32.56%-30.6pp | 28.39%-26.4pp | 220.34%-218.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,726 | $7,916-78.2% | $7,539-77.1% | $12,270-85.9% |