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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 | $10,225 | $56,197-81.8% | $67,652-84.9% | $59,633-82.9% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -8.06% | 18508.10%-18516.2pp | 6625.40%-6633.5pp | 2041.45%-2049.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $982 | $3,958-75.2% | $4,821-79.6% | $4,297-77.2% |