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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 | $3,451 | $97,761-96.5% | $83,850-95.9% | $135,382-97.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -42.12% | 1287.44%-1329.6pp | 850.92%-893.0pp | 519.77%-561.9pp |
| Employer contribution / active EE | $1,750 | $4,222-58.5% | $3,631-51.8% | $4,779-63.4% |
| Participant deferral / active EE | $15,000 | $4,682+220.3% | $4,082+267.5% | $5,609+167.4% |
| Admin fee / account holder | $338 | $6,674-94.9% | $5,478-93.8% | $10,829-96.9% |