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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 | $12,393 | $106,918-88.4% | $84,021-85.3% | $152,897-91.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 2.46% | 105.01%-102.6pp | 71.32%-68.9pp | 345.43%-343.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $46,251 | $8,288+458.1% | $6,102+658.0% | $11,599+298.7% |