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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 | $9,773 | $110,379-91.1% | $102,412-90.5% | $145,884-93.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.77% | 24.84%-23.1pp | 24.94%-23.2pp | 551.85%-550.1pp |
| Employer contribution / active EE | $6,779 | $4,216+60.8% | $3,870+75.2% | $4,662+45.4% |
| Participant deferral / active EE | $15,748 | $5,622+180.1% | $5,060+211.2% | $6,690+135.4% |
| Admin fee / account holder | $2,129 | $9,745-78.1% | $8,388-74.6% | $13,392-84.1% |