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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 | $6,654 | $108,882-93.9% | $96,754-93.1% | $154,746-95.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 7.57% | 98.39%-90.8pp | 82.04%-74.5pp | 172.34%-164.8pp |
| Employer contribution / active EE | $5,846 | $3,018+93.7% | $2,679+118.2% | $4,379+33.5% |
| Participant deferral / active EE | $14,400 | $5,323+170.5% | $4,758+202.6% | $6,730+113.9% |
| Admin fee / account holder | $198,208 | $10,200+1843.2% | $8,905+2125.9% | $14,365+1279.8% |