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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 | $7,079 | $99,011-92.9% | $86,582-91.8% | $147,586-95.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.63% | 1312.75%-1304.1pp | 965.08%-956.5pp | 578.59%-570.0pp |
| Employer contribution / active EE | $936 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $4,250 | $3,972+7.0% | $3,609+17.8% | $5,439-21.9% |
| Admin fee / account holder | $4,723 | $5,709-17.3% | $4,904-3.7% | $10,886-56.6% |