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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 | $160 | $103,949-99.8% | $69,182-99.8% | $273,972-99.9% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | 1.20% | 35.28%-34.1pp | -21.93%+23.1pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $278,546 | $3,671+7488.7% | $2,697+10229.1% | $10,133+2649.0% |