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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 | $5,881 | $92,766-93.7% | $82,763-92.9% | $134,545-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.50% | 946.97%-968.5pp | 702.45%-723.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $28,164 | $3,273+760.5% | $3,008+836.2% | $4,742+494.0% |
| Participant deferral / active EE | $53,184 | $4,802+1007.5% | $4,395+1110.1% | $6,401+730.8% |
| Admin fee / account holder | $675 | $5,978-88.7% | $5,325-87.3% | $11,431-94.1% |