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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 | $2,191 | $177,353-98.8% | $158,226-98.6% | $198,609-98.9% |
| Participation rate | 0.0% | 77.0%-77.0pp | 74.8%-74.8pp | 82.4%-82.4pp |
| Annual return | 0.00% | 599.50%-599.5pp | 501.41%-501.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,519 | $10,960-67.9% | $10,217-65.6% | $19,030-81.5% |