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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 | $1,922 | $37,496-94.9% | $66,674-97.1% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.7%-73.7pp | - |
| Annual return | 5.23% | 12.55%-7.3pp | 321.24%-316.0pp | - |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,620-100.0% | - |
| Participant deferral / active EE | $0 | $3,012-100.0% | $4,084-100.0% | - |
| Admin fee / account holder | $2,047 | $3,622-43.5% | $5,098-59.9% | - |