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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 | $1,603 | $355,857-99.5% | $334,483-99.5% | $405,731-99.6% |
| Participation rate | 100.0% | 97.2%+2.8pp | 97.3%+2.7pp | 91.9%+8.1pp |
| Annual return | 0.92% | -1.24%+2.2pp | -1.01%+1.9pp | 4.30%-3.4pp |
| Employer contribution / active EE | $0 | $20,736-100.0% | $20,696-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $2,360 | $10,401-77.3% | $15,151-84.4% | $12,997-81.8% |