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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 | $14,683 | $167,353-91.2% | $143,797-89.8% | $134,545-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.60% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $10,193 | $5,620+81.3% | $4,952+105.8% | $4,742+115.0% |
| Participant deferral / active EE | $20,925 | $6,447+224.6% | $5,638+271.1% | $6,401+226.9% |
| Admin fee / account holder | $1,181 | $18,096-93.5% | $14,679-92.0% | $11,431-89.7% |