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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 | $6,025 | $76,368-92.1% | $67,681-91.1% | $154,746-96.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.07% | 1066.77%-1057.7pp | 590.58%-581.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $8,231 | $3,151+161.2% | $2,678+207.3% | $4,379+88.0% |
| Participant deferral / active EE | $8,955 | $4,824+85.6% | $3,976+125.2% | $6,730+33.0% |
| Admin fee / account holder | $4,037 | $8,559-52.8% | $6,100-33.8% | $14,365-71.9% |