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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 | $14,993 | $932,052-98.4% | $189,545-92.1% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | 14.50% | 10.81%+3.7pp | 555.36%-540.9pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,220-100.0% | - |
| Admin fee / account holder | $649 | $117,148-99.4% | $12,049-94.6% | - |