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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 | $17,597 | $78,707-77.6% | $117,861-85.1% | $70,126-74.9% |
| Participation rate | 86.4% | 73.2%+13.2pp | 79.7%+6.8pp | 69.5%+16.9pp |
| Annual return | -23.75% | 23.30%-47.0pp | 335.11%-358.9pp | 73.15%-96.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,642 | $5,066-28.1% | $8,021-54.6% | $4,645-21.6% |