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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 | $4,204 | $103,038-95.9% | $90,324-95.3% | $152,909-97.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.36% | 95.25%-94.9pp | 78.15%-77.8pp | 345.46%-345.1pp |
| Employer contribution / active EE | $6,703 | $3,141+113.4% | $2,856+134.7% | $4,764+40.7% |
| Participant deferral / active EE | $1,767 | $4,282-58.7% | $3,885-54.5% | $5,851-69.8% |
| Admin fee / account holder | $17,282 | $6,177+179.8% | $5,356+222.7% | $11,601+49.0% |