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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 | $477 | $99,032-99.5% | $80,022-99.4% | $135,379-99.6% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | -1.28% | 15.39%-16.7pp | 11.22%-12.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $830 | $10,436-92.0% | $6,521-87.3% | $10,828-92.3% |