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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 | $3,879 | $90,397-95.7% | $76,002-94.9% | $145,959-97.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 7.61% | 621.97%-614.4pp | 360.07%-352.5pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $733 | $8,369-91.2% | $6,414-88.6% | $13,398-94.5% |