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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 | $2,419 | $111,814-97.8% | $103,378-97.7% | $145,978-98.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -2.86% | 24.80%-27.7pp | 24.91%-27.8pp | 550.52%-553.4pp |
| Employer contribution / active EE | $113,265 | $4,215+2587.1% | $3,870+2826.5% | $4,662+2329.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,775 | $9,764-10.1% | $8,401+4.5% | $13,400-34.5% |