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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 | $136,860-91.6% | $120,344-90.5% | $154,746-92.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.61% | 21.38%-13.8pp | 20.30%-12.7pp | 172.34%-164.7pp |
| Employer contribution / active EE | $13,075 | $3,533+270.1% | $3,020+332.9% | $4,379+198.6% |
| Participant deferral / active EE | $29,472 | $5,793+408.7% | $5,135+474.0% | $6,730+337.9% |
| Admin fee / account holder | $19,695 | $15,393+28.0% | $12,742+54.6% | $14,365+37.1% |