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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 | $12,433 | $138,078-91.0% | $125,363-90.1% | $134,509-90.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.12% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $19,066 | $5,245+263.5% | $4,815+296.0% | $4,741+302.2% |
| Participant deferral / active EE | $34,865 | $7,800+347.0% | $7,447+368.2% | $6,400+444.7% |
| Admin fee / account holder | $11,269 | $11,566-2.6% | $10,005+12.6% | $11,427-1.4% |