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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 | $8,549 | $160,028-94.7% | $147,080-94.2% | $145,884-94.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 98.60%-93.1pp | 420.17%-414.7pp | 551.85%-546.3pp |
| Employer contribution / active EE | $5,930 | $5,286+12.2% | $4,933+20.2% | $4,662+27.2% |
| Participant deferral / active EE | $15,067 | $8,422+78.9% | $8,066+86.8% | $6,690+125.2% |
| Admin fee / account holder | $27,244 | $15,030+81.3% | $12,989+109.8% | $13,392+103.4% |