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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 | $18,287 | $176,402-89.6% | $134,162-86.4% | $158,966-88.5% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | -3.14% | 63.66%-66.8pp | 36.35%-39.5pp | 302.95%-306.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $339 | $8,719-96.1% | $6,685-94.9% | $11,250-97.0% |