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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 | $6,638 | $167,483-96.0% | $115,752-94.3% | $147,586-95.5% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 82.8%-82.8pp |
| Annual return | -4.15% | 12.11%-16.3pp | 19.41%-23.6pp | 578.59%-582.7pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $87,785 | $13,069+571.7% | $6,278+1298.3% | $10,886+706.4% |