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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 | $18,967 | $289,211-93.4% | $260,467-92.7% | $198,609-90.5% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | -1.13% | 112.90%-114.0pp | 100.60%-101.7pp | 202.70%-203.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $130,028 | $16,236+700.9% | $15,461+741.0% | $19,030+583.3% |