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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 | $12,280 | $150,346-91.8% | $120,524-89.8% | $145,877-91.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.34% | 154.40%-146.1pp | 107.36%-99.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,076 | $4,353-75.3% | $3,469-69.0% | $4,663-76.9% |
| Participant deferral / active EE | $16,731 | $6,172+171.1% | $4,994+235.1% | $6,691+150.1% |
| Admin fee / account holder | $32,084 | $12,215+162.7% | $9,440+239.9% | $13,402+139.4% |