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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 | $160,028-92.9% | $147,080-92.3% | $145,884-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $38,287 | $5,286+624.3% | $4,933+676.1% | $4,662+721.2% |
| Participant deferral / active EE | $20,183 | $8,422+139.6% | $8,066+150.2% | $6,690+201.7% |
| Admin fee / account holder | $1,255 | $15,030-91.7% | $12,989-90.3% | $13,392-90.6% |