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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 | $546,767-93.5% | $55,918-36.4% | $546,767-93.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 90.9%-90.9pp | 84.6%-84.6pp |
| Annual return | 11.19% | 10.55%+0.6pp | 15.29%-4.1pp | 10.55%+0.6pp |
| Employer contribution / active EE | $0 | $25,340-100.0% | $3,173-100.0% | $25,340-100.0% |
| Participant deferral / active EE | $0 | $3,729-100.0% | $6,329-100.0% | $3,729-100.0% |
| Admin fee / account holder | $13,772 | $48,677-71.7% | $8,814+56.2% | $48,677-71.7% |