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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 | $2,993 | $176,120-98.3% | $159,487-98.1% | $167,553-98.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.14% | 331.95%-331.8pp | 263.71%-263.6pp | 478.89%-478.8pp |
| Employer contribution / active EE | $1,731 | $5,299-67.3% | $4,831-64.2% | $4,840-64.2% |
| Participant deferral / active EE | $9,657 | $7,752+24.6% | $7,354+31.3% | $6,343+52.3% |
| Admin fee / account holder | $103,230 | $12,561+721.8% | $10,804+855.5% | $12,316+738.2% |