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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 | $25,126 | $149,679-83.2% | $117,039-78.5% | $147,586-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 8.35% | 19.31%-11.0pp | 18.95%-10.6pp | 578.59%-570.2pp |
| Employer contribution / active EE | $46,824 | $4,937+848.5% | $3,785+1137.2% | $4,876+860.2% |
| Participant deferral / active EE | $16,500 | $4,912+235.9% | $3,929+319.9% | $5,439+203.4% |
| Admin fee / account holder | $333 | $7,856-95.8% | $5,974-94.4% | $10,886-96.9% |