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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 | $5,090 | $166,242-96.9% | $165,071-96.9% | $145,884-96.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -5.37% | 100.44%-105.8pp | 70.17%-75.5pp | 551.85%-557.2pp |
| Employer contribution / active EE | $25,301 | $5,283+378.9% | $4,347+482.0% | $4,662+442.7% |
| Participant deferral / active EE | $29,165 | $6,964+318.8% | $6,035+383.3% | $6,690+336.0% |
| Admin fee / account holder | $9,540 | $16,658-42.7% | $12,695-24.8% | $13,392-28.8% |