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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 | $797 | $108,911-99.3% | $100,392-99.2% | $145,884-99.5% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 2.87% | 58.23%-55.4pp | 49.45%-46.6pp | 551.85%-549.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,154 | $9,698-88.1% | $7,904-85.4% | $13,392-91.4% |