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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 | $102,422 | $169,587-39.6% | $157,466-35.0% | $233,076-56.1% |
| Participation rate | 100.0% | 34.7%+65.3pp | 11.9%+88.1pp | 46.4%+53.6pp |
| Annual return | -7.54% | -5.34%-2.2pp | 12.68%-20.2pp | -82.66%+75.1pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $3,375 | $3,068+10.0% | $2,825+19.5% | $11,204-69.9% |