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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 | $1,005 | $159,934-99.4% | $147,005-99.3% | $145,959-99.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.59% | 98.24%-92.7pp | 418.76%-413.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $2,914 | $5,287-44.9% | $4,934-40.9% | $4,661-37.5% |
| Participant deferral / active EE | $3,365 | $8,427-60.1% | $8,070-58.3% | $6,689-49.7% |
| Admin fee / account holder | $2,523 | $15,053-83.2% | $13,006-80.6% | $13,398-81.2% |