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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 | $1,711 | $90,614-98.1% | $76,089-97.8% | $145,877-98.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 4.15% | 623.80%-619.6pp | 360.94%-356.8pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $449 | $8,376-94.6% | $6,418-93.0% | $13,402-96.7% |