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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 | $2,272 | $138,075-98.4% | $123,552-98.2% | $135,379-98.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.02% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,779 | $5,152-46.1% | $4,628-40.0% | $4,779-41.8% |
| Participant deferral / active EE | $11,939 | $6,800+75.6% | $6,426+85.8% | $5,609+112.9% |
| Admin fee / account holder | $840 | $10,917-92.3% | $9,285-91.0% | $10,828-92.2% |