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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 | $11,471 | $124,425-90.8% | $112,040-89.8% | $137,256-91.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.61% | 24.72%-17.1pp | 24.52%-16.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $13,075 | $3,411+283.3% | $2,954+342.6% | $4,156+214.6% |
| Participant deferral / active EE | $29,472 | $5,718+415.4% | $5,098+478.1% | $6,407+360.0% |
| Admin fee / account holder | $19,695 | $15,207+29.5% | $12,098+62.8% | $12,270+60.5% |