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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 | $9,991 | $105,145-90.5% | $94,664-89.4% | $139,466-92.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.69% | 38.09%-33.4pp | 156.84%-152.2pp | 373.66%-369.0pp |
| Employer contribution / active EE | $20,276 | $4,107+393.7% | $3,673+452.0% | $4,754+326.5% |
| Participant deferral / active EE | $40,256 | $7,599+429.8% | $7,417+442.7% | $6,712+499.8% |
| Admin fee / account holder | $14,124 | $8,972+57.4% | $7,222+95.6% | $11,409+23.8% |