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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 | $386 | $227,399-99.8% | $189,758-99.8% | $198,609-99.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | -30.71% | 61.03%-91.7pp | 52.62%-83.3pp | 202.70%-233.4pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $588 | $25,162-97.7% | $20,388-97.1% | $19,030-96.9% |