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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 | $3,392 | $102,938-96.7% | $94,105-96.4% | $138,895-97.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -6.08% | 250.28%-256.4pp | 204.55%-210.6pp | 145.39%-151.5pp |
| Employer contribution / active EE | $2,195 | $2,732-19.7% | $2,504-12.4% | $4,194-47.7% |
| Participant deferral / active EE | $4,018 | $4,196-4.3% | $3,881+3.5% | $6,396-37.2% |
| Admin fee / account holder | $8,191 | $6,600+24.1% | $6,199+32.1% | $12,562-34.8% |