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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 | $1,616 | $132,326-98.8% | $60,899-97.3% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 73.1%-73.1pp | - |
| Annual return | -24.37% | -10.03%-14.3pp | 16.92%-41.3pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,702-100.0% | - |
| Participant deferral / active EE | $0 | $3,755-100.0% | $3,817-100.0% | - |
| Admin fee / account holder | $325 | $9,381-96.5% | $3,225-89.9% | - |