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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 | $477 | $92,798-99.5% | $96,707-99.5% | $137,256-99.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 80.4%+9.6pp | 80.0%+10.0pp |
| Annual return | -6.72% | 31.24%-38.0pp | 34.78%-41.5pp | 220.34%-227.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $409 | $7,946-94.9% | $7,503-94.6% | $12,270-96.7% |