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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 | $5,145 | $72,396-92.9% | $67,511-92.4% | $145,959-96.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.84% | 7194.07%-7189.2pp | 3517.41%-3512.6pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,370 | $3,071-55.4% | $2,733-49.9% | $4,661-70.6% |
| Participant deferral / active EE | $1,501 | $4,781-68.6% | $4,000-62.5% | $6,689-77.6% |
| Admin fee / account holder | $3,752 | $5,538-32.2% | $3,999-6.2% | $13,398-72.0% |