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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 | $5,422 | $110,083-95.1% | $151,639-96.4% | $68,486-92.1% |
| Participation rate | 73.1% | 84.0%-10.9pp | 87.5%-14.4pp | 67.9%+5.2pp |
| Annual return | -19.91% | -10.12%-9.8pp | 3.34%-23.2pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $424 | $7,718-94.5% | $11,613-96.4% | $5,404-92.2% |