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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 | $12,670 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -12.14% | 74.59%-86.7pp | 66.58%-78.7pp | 220.34%-232.5pp |
| Employer contribution / active EE | $7,209 | $4,804+50.1% | $4,554+58.3% | $4,156+73.5% |
| Participant deferral / active EE | $26,479 | $8,216+222.3% | $7,897+235.3% | $6,407+313.3% |
| Admin fee / account holder | $16,909 | $14,344+17.9% | $13,129+28.8% | $12,270+37.8% |