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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 | $2,210 | $104,953-97.9% | $84,637-97.4% | $152,909-98.6% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | -3.13% | 373.94%-377.1pp | 258.82%-262.0pp | 345.46%-348.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,772 | $6,244-7.6% | $4,914+17.5% | $11,601-50.2% |