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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 | $7,724 | $87,705-91.2% | $63,517-87.8% | $125,393-93.8% |
| Participation rate | 0.0% | 77.0%-77.0pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.23%-282.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $25,838 | $11,948+116.2% | $5,892+338.5% | $9,541+170.8% |