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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 | $5,354 | $106,974-95.0% | $90,796-94.1% | $138,895-96.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.5%+5.5pp | 79.9%-4.9pp |
| Annual return | 7.31% | 20.10%-12.8pp | 19.29%-12.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,169 | $8,626-74.9% | $7,024-69.1% | $12,562-82.7% |