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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 | $13,758 | $60,243-77.2% | $86,656-84.1% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 10.28% | 59.27%-49.0pp | 593.09%-582.8pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,439-100.0% | - |
| Admin fee / account holder | $747 | $4,652-83.9% | $5,619-86.7% | - |