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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 | $19,812 | $201,370-90.2% | $184,256-89.2% | $145,897-86.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -45.22% | 29.05%-74.3pp | 28.85%-74.1pp | 552.29%-597.5pp |
| Employer contribution / active EE | $3,631 | $7,024-48.3% | $6,427-43.5% | $4,663-22.1% |
| Participant deferral / active EE | $9,000 | $9,808-8.2% | $9,133-1.5% | $6,689+34.5% |
| Admin fee / account holder | $713 | $16,364-95.6% | $13,899-94.9% | $13,390-94.7% |