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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 | $2,994 | $72,426-95.9% | $67,560-95.6% | $145,897-97.9% |
| Participation rate | 78.6% | 76.9%+1.7pp | 72.9%+5.6pp | 80.3%-1.7pp |
| Annual return | 6.53% | 7226.78%-7220.3pp | 3533.50%-3527.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $531 | $5,514-90.4% | $3,994-86.7% | $13,390-96.0% |