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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 | $17,111 | $124,425-86.2% | $112,040-84.7% | $137,256-87.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.49% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,567 | $3,411+4.6% | $2,954+20.8% | $4,156-14.2% |
| Participant deferral / active EE | $5,262 | $5,718-8.0% | $5,098+3.2% | $6,407-17.9% |
| Admin fee / account holder | $31,451 | $15,207+106.8% | $12,098+160.0% | $12,270+156.3% |