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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 | $1,440 | $85,196-98.3% | $76,383-98.1% | $145,897-99.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.3%-79.3pp | 80.3%-80.3pp |
| Annual return | 17.42% | 13.13%+4.3pp | 13.79%+3.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $608 | $5,786-89.5% | $5,147-88.2% | $13,390-95.5% |