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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 | $27,805 | $180,462-84.6% | $154,111-82.0% | $135,379-79.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -23.50% | 888.17%-911.7pp | 735.18%-758.7pp | 519.79%-543.3pp |
| Employer contribution / active EE | $24,341 | $6,036+303.3% | $5,298+359.4% | $4,779+409.3% |
| Participant deferral / active EE | $17,050 | $5,806+193.6% | $5,081+235.6% | $5,609+204.0% |
| Admin fee / account holder | $1,123 | $16,145-93.0% | $13,411-91.6% | $10,828-89.6% |