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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 | $4,381 | $73,421-94.0% | $66,439-93.4% | $155,188-97.2% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | -0.81% | 1382.37%-1383.2pp | 757.66%-758.5pp | 148.84%-149.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,693 | $8,856+43.3% | $6,173+105.6% | $14,480-12.3% |