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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 | $162,136-92.2% | $152,301-91.7% | $154,746-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -12.14% | 91.02%-103.2pp | 80.50%-92.6pp | 172.34%-184.5pp |
| Employer contribution / active EE | $7,209 | $4,890+47.4% | $4,624+55.9% | $4,379+64.6% |
| Participant deferral / active EE | $26,479 | $8,341+217.5% | $8,004+230.8% | $6,730+293.4% |
| Admin fee / account holder | $16,909 | $15,759+7.3% | $14,398+17.4% | $14,365+17.7% |