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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 | $9,133 | $74,616-87.8% | $90,430-89.9% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 0.51% | 7.61%-7.1pp | 1293.73%-1293.2pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,963-100.0% | - |
| Admin fee / account holder | $1,125 | $4,675-75.9% | $5,613-80.0% | - |