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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 | $22,458 | $76,653-70.7% | $70,492-68.1% | - |
| Participation rate | 0.0% | 80.3%-80.3pp | 75.1%-75.1pp | - |
| Annual return | 2.01% | 4.62%-2.6pp | 109.16%-107.2pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,738-100.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,711-100.0% | - |
| Admin fee / account holder | $408,312 | $17,353+2253.0% | $3,848+10510.3% | - |