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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 | $1,385 | $81,749-98.3% | $58,544-97.6% | $139,456-99.0% |
| Participation rate | 70.6% | 61.3%+9.3pp | 50.9%+19.7pp | 80.3%-9.7pp |
| Annual return | 2.72% | 7425.45%-7422.7pp | 4249.56%-4246.8pp | 373.45%-370.7pp |
| Employer contribution / active EE | $1,609 | $1,398+15.1% | $1,053+52.8% | $4,753-66.1% |
| Participant deferral / active EE | $4,381 | $2,555+71.5% | $1,923+127.8% | $6,711-34.7% |
| Admin fee / account holder | $375 | $3,272-88.5% | $2,520-85.1% | $11,407-96.7% |