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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 | $16,009 | $153,311-89.6% | $109,313-85.4% | $273,972-94.2% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | -2.00% | 29.86%-31.9pp | 22.07%-24.1pp | 41.46%-43.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $27,796 | $8,076+244.2% | $5,666+390.5% | $10,133+174.3% |