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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 | $7,475 | $185,856-96.0% | $170,028-95.6% | $139,456-94.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -5.64% | 60.52%-66.2pp | 53.39%-59.0pp | 373.45%-379.1pp |
| Employer contribution / active EE | $6,004 | $7,593-20.9% | $6,788-11.5% | $4,753+26.3% |
| Participant deferral / active EE | $26,343 | $11,623+126.6% | $10,409+153.1% | $6,711+292.5% |
| Admin fee / account holder | $2,079 | $15,387-86.5% | $12,820-83.8% | $11,407-81.8% |