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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 | $11,380 | $160,040-92.9% | $147,096-92.3% | $145,877-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $38,287 | $5,289+623.8% | $4,936+675.7% | $4,663+721.1% |
| Participant deferral / active EE | $20,183 | $8,429+139.4% | $8,071+150.1% | $6,691+201.7% |
| Admin fee / account holder | $1,255 | $15,050-91.7% | $13,005-90.4% | $13,402-90.6% |