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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 | $817 | $51,821-98.4% | $93,696-99.1% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 68.7%-68.7pp | - |
| Annual return | 2.39% | 11.30%-8.9pp | 133.74%-131.4pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,422-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,417-100.0% | - |
| Admin fee / account holder | $52,888 | $4,565+1058.4% | $8,287+538.2% | - |