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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 | $4,950 | $209,336-97.6% | $197,124-97.5% | $137,256-96.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.62% | 48.09%-37.5pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $13,198 | $6,591+100.3% | $6,227+111.9% | $4,156+217.6% |
| Participant deferral / active EE | $14,916 | $9,614+55.1% | $9,135+63.3% | $6,407+132.8% |
| Admin fee / account holder | $1,170 | $17,308-93.2% | $16,298-92.8% | $12,270-90.5% |