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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 | $203 | $123,750-99.8% | $69,611-99.7% | $145,877-99.9% |
| Participation rate | 77.8% | 69.2%+8.6pp | 66.4%+11.3pp | 80.3%-2.5pp |
| Annual return | -53.46% | 192.03%-245.5pp | 101.14%-154.6pp | 551.28%-604.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $818 | $7,817-89.5% | $4,696-82.6% | $13,402-93.9% |