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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 | $1,376 | $166,089-99.2% | $164,928-99.2% | $145,978-99.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.27% | 100.26%-99.0pp | 70.08%-68.8pp | 550.52%-549.2pp |
| Employer contribution / active EE | $6,470 | $5,276+22.6% | $4,343+49.0% | $4,662+38.8% |
| Participant deferral / active EE | $9,023 | $6,961+29.6% | $6,034+49.5% | $6,690+34.9% |
| Admin fee / account holder | $3,514 | $16,641-78.9% | $12,684-72.3% | $13,400-73.8% |