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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 | $5,514 | $209,425-97.4% | $178,499-96.9% | $158,966-96.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.31% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,722 | $5,707-52.3% | $5,011-45.7% | $4,762-42.8% |
| Participant deferral / active EE | $3,894 | $5,955-34.6% | $5,202-25.1% | $5,983-34.9% |
| Admin fee / account holder | $6,355 | $17,078-62.8% | $13,986-54.6% | $11,250-43.5% |