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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 | $2,465 | $138,076-98.2% | $123,553-98.0% | $135,380-98.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.99% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,165 | $6,800-9.3% | $6,426-4.1% | $5,609+9.9% |
| Admin fee / account holder | $546 | $10,917-95.0% | $9,284-94.1% | $10,828-95.0% |