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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 | $22,858 | $183,988-87.6% | $162,177-85.9% | $152,897-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.13% | 150.79%-145.7pp | 115.60%-110.5pp | 345.43%-340.3pp |
| Employer contribution / active EE | $21,514 | $6,370+237.7% | $5,613+283.3% | $4,764+351.6% |
| Participant deferral / active EE | $13,357 | $8,032+66.3% | $7,297+83.0% | $5,851+128.3% |
| Admin fee / account holder | $3,407 | $13,123-74.0% | $10,843-68.6% | $11,599-70.6% |