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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 | $7,343 | $48,053-84.7% | $84,623-91.3% | $72,983-89.9% |
| Participation rate | 92.2% | 57.6%+34.6pp | 68.2%+23.9pp | 69.5%+22.7pp |
| Annual return | -42.31% | 37.39%-79.7pp | 258.77%-301.1pp | 81.01%-123.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $416 | $3,395-87.7% | $4,913-91.5% | $5,124-91.9% |