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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 | $2,476 | $171,492-98.6% | $150,734-98.4% | $198,609-98.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.78% | 804.70%-803.9pp | 600.81%-600.0pp | 202.70%-201.9pp |
| Employer contribution / active EE | $3,633 | $5,470-33.6% | $4,918-26.1% | $5,055-28.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $975 | $17,628-94.5% | $14,905-93.5% | $19,030-94.9% |