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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 | $3,140 | $218,893-98.6% | $436,953-99.3% | $233,076-98.7% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -25.00% | -114.98%+90.0pp | -102.04%+77.0pp | -82.66%+57.7pp |
| Employer contribution / active EE | $25,986 | $39,361-34.0% | $36,232-28.3% | $43,771-40.6% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $1,368 | $11,759-88.4% | $12,721-89.2% | $11,204-87.8% |