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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 | $1,068 | $27,632-96.1% | $61,399-98.3% | $68,495-98.4% |
| Participation rate | 70.4% | 39.5%+30.9pp | 52.6%+17.8pp | 67.9%+2.5pp |
| Annual return | -27.65% | -13.24%-14.4pp | 338.81%-366.5pp | -7.84%-19.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,124-100.0% | $4,028-100.0% |
| Admin fee / account holder | $811 | $2,010-59.7% | $2,131-61.9% | $5,403-85.0% |