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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 | $7,259 | $56,544-87.2% | $75,501-90.4% | $70,124-89.6% |
| Participation rate | 94.1% | 68.1%+26.0pp | 72.4%+21.8pp | 69.5%+24.6pp |
| Annual return | 10.42% | 23.59%-13.2pp | 27.35%-16.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $863 | $3,827-77.5% | $5,801-85.1% | $4,645-81.4% |