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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 | $6,612 | $202,156-96.7% | $184,256-96.4% | - |
| Participation rate | 0.0% | 85.7%-85.7pp | 86.8%-86.8pp | - |
| Annual return | 5.30% | 6.91%-1.6pp | 28.85%-23.5pp | - |
| Employer contribution / active EE | $0 | $4,387-100.0% | $6,427-100.0% | - |
| Participant deferral / active EE | $0 | $6,520-100.0% | $9,133-100.0% | - |
| Admin fee / account holder | $30,338 | $12,473+143.2% | $13,899+118.3% | - |