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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 | $42,863 | $432,047-90.1% | $151,645-71.7% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 87.5%-87.5pp | - |
| Annual return | -26.16% | -11.21%-14.9pp | 3.34%-29.5pp | - |
| Employer contribution / active EE | $0 | $4,228-100.0% | $6,165-100.0% | - |
| Participant deferral / active EE | $0 | $7,208-100.0% | $8,363-100.0% | - |
| Admin fee / account holder | $36,345 | $147,941-75.4% | $11,614+212.9% | - |