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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 | $11,937 | $138,072-91.4% | $123,549-90.3% | $135,382-91.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.62% | 153.69%-168.3pp | 119.20%-133.8pp | 519.77%-534.4pp |
| Employer contribution / active EE | $11,337 | $5,152+120.1% | $4,628+145.0% | $4,779+137.2% |
| Participant deferral / active EE | $25,803 | $6,799+279.5% | $6,426+301.6% | $5,609+360.0% |
| Admin fee / account holder | $954 | $10,917-91.3% | $9,284-89.7% | $10,829-91.2% |