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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 | $8,766 | $84,685-89.6% | $73,836-88.1% | $125,389-93.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.25% | 3123.80%-3128.0pp | 2268.06%-2272.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $8,444 | $3,123+170.4% | $2,787+202.9% | $4,866+73.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $352 | $5,694-93.8% | $4,882-92.8% | $9,541-96.3% |