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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 | $4,059 | $92,743-95.6% | $82,744-95.1% | $134,532-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.90% | 946.63%-970.5pp | 702.22%-726.1pp | 418.27%-442.2pp |
| Employer contribution / active EE | $3,691 | $3,273+12.8% | $3,008+22.7% | $4,741-22.2% |
| Participant deferral / active EE | $15,013 | $4,802+212.7% | $4,395+241.6% | $6,401+134.5% |
| Admin fee / account holder | $624 | $5,977-89.6% | $5,325-88.3% | $11,429-94.5% |