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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 | $2,290 | $68,097-96.6% | $62,929-96.4% | $137,256-98.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.38% | 1859.11%-1849.7pp | 1063.93%-1054.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,851 | $2,811+1.4% | $2,505+13.8% | $4,156-31.4% |
| Participant deferral / active EE | $4,018 | $4,553-11.7% | $3,888+3.3% | $6,407-37.3% |
| Admin fee / account holder | $1,476 | $6,521-77.4% | $5,065-70.9% | $12,270-88.0% |