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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 | $2,140 | $202,440-98.9% | $169,390-98.7% | $139,466-98.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -1.93% | 532.36%-534.3pp | 406.07%-408.0pp | 373.66%-375.6pp |
| Employer contribution / active EE | $4,035 | $4,693-14.0% | $4,013+0.6% | $4,754-15.1% |
| Participant deferral / active EE | $5,159 | $6,940-25.7% | $6,222-17.1% | $6,712-23.1% |
| Admin fee / account holder | $1,243 | $10,722-88.4% | $9,015-86.2% | $11,409-89.1% |