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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 | $1,456 | $96,630-98.5% | $86,605-98.3% | $139,427-99.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 2.42% | 106.48%-104.1pp | 591.39%-589.0pp | 373.27%-370.8pp |
| Employer contribution / active EE | $16,403 | $3,264+402.6% | $3,023+442.6% | $4,752+245.2% |
| Participant deferral / active EE | $78,062 | $4,836+1514.2% | $4,438+1659.1% | $6,711+1063.2% |
| Admin fee / account holder | $35,445 | $6,405+453.4% | $5,611+531.6% | $11,404+210.8% |