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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 | $10,509 | $107,941-90.3% | $91,994-88.6% | $152,909-93.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.92% | 89.28%-84.4pp | 69.04%-64.1pp | 345.46%-340.5pp |
| Employer contribution / active EE | $1,494 | $4,212-64.5% | $3,453-56.7% | $4,764-68.6% |
| Participant deferral / active EE | $1,967 | $6,366-69.1% | $5,924-66.8% | $5,851-66.4% |
| Admin fee / account holder | $9,077 | $10,521-13.7% | $7,744+17.2% | $11,601-21.8% |