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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 | $7,245 | $104,106-93.0% | $71,086-89.8% | $135,382-94.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.43% | 1256.30%-1269.7pp | 650.59%-664.0pp | 519.77%-533.2pp |
| Employer contribution / active EE | $10,884 | $1,485+633.0% | $1,088+900.7% | $4,779+127.8% |
| Participant deferral / active EE | $23,062 | $2,527+812.6% | $1,874+1130.5% | $5,609+311.2% |
| Admin fee / account holder | $1,371 | $4,142-66.9% | $3,082-55.5% | $10,829-87.3% |