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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 | $6,275 | $162,136-96.1% | $152,301-95.9% | $154,746-95.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.36% | 91.02%-79.7pp | 80.50%-69.1pp | 172.34%-161.0pp |
| Employer contribution / active EE | $13,663 | $4,890+179.4% | $4,624+195.4% | $4,379+212.0% |
| Participant deferral / active EE | $22,899 | $8,341+174.5% | $8,004+186.1% | $6,730+240.2% |
| Admin fee / account holder | $4,612 | $15,759-70.7% | $14,398-68.0% | $14,365-67.9% |