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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 | $2,529 | $117,690-97.9% | $71,735-96.5% | $134,493-98.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -40.92% | 25.44%-66.4pp | 9.14%-50.1pp | 418.01%-458.9pp |
| Employer contribution / active EE | $17,616 | $2,525+597.8% | $1,704+933.9% | $4,740+271.6% |
| Participant deferral / active EE | $31,914 | $3,759+749.0% | $2,658+1100.7% | $6,400+398.7% |
| Admin fee / account holder | $4,019 | $6,379-37.0% | $3,974+1.1% | $11,425-64.8% |