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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 | $1,590 | $133,981-98.8% | $112,249-98.6% | $134,532-98.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -23.06% | 47.16%-70.2pp | 27.48%-50.5pp | 418.27%-441.3pp |
| Employer contribution / active EE | $9,560 | $4,040+136.6% | $3,636+162.9% | $4,741+101.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $489 | $7,492-93.5% | $6,412-92.4% | $11,429-95.7% |