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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 | $18,780 | $72,177-74.0% | $115,038-83.7% | $59,633-68.5% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | -44.18% | 12.02%-56.2pp | 26.14%-70.3pp | 2041.45%-2085.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $306 | $4,927-93.8% | $8,175-96.3% | $4,297-92.9% |