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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 | $15,528 | $56,894-72.7% | $84,753-81.7% | $62,881-75.3% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 2.37% | 6.30%-3.9pp | 22.78%-20.4pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,500 | $3,581-2.3% | $5,333-34.4% | $4,296-18.5% |