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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 | $7,705 | $97,020-92.1% | $83,322-90.8% | $135,379-94.3% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 0.51% | 12.31%-11.8pp | 10.64%-10.1pp | 519.79%-519.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $92,353 | $8,426+996.0% | $7,540+1124.9% | $10,828+752.9% |