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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $656,253-100.0% | $632,405-100.0% | $484,799-100.0% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 0.90% | 2.20%-1.3pp | 2.81%-1.9pp | 5.95%-5.0pp |
| Employer contribution / active EE | $0 | $32,826-100.0% | $32,215-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $68,340 | $16,461+315.2% | $30,649+123.0% | $18,209+275.3% |