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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 | $2,522 | $123,854-98.0% | $69,623-96.4% | $145,884-98.3% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.4%-66.4pp | 80.3%-80.3pp |
| Annual return | -0.08% | 192.35%-192.4pp | 101.23%-101.3pp | 551.85%-551.9pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,981 | $7,822-61.9% | $4,696-36.5% | $13,392-77.7% |