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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,564 | $554,306-93.6% | $66,810-46.8% | $554,306-93.6% |
| Participation rate | 0.0% | 84.6%-84.6pp | 100.0%-100.0pp | 84.6%-84.6pp |
| Annual return | 11.19% | 10.47%+0.7pp | 15.76%-4.6pp | 10.47%+0.7pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $4,840-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $5,849-100.0% | $3,690-100.0% |
| Admin fee / account holder | $13,772 | $49,540-72.2% | $13,064+5.4% | $49,540-72.2% |