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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 | $170 | $80,983-99.8% | $96,544-99.8% | $75,177-99.8% |
| Participation rate | 91.4% | 71.8%+19.6pp | 76.0%+15.4pp | 67.2%+24.2pp |
| Annual return | -85.21% | 27.05%-112.3pp | 25.88%-111.1pp | 160.75%-246.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32,323 | $6,717+381.2% | $8,254+291.6% | $5,651+472.0% |