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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 | $1,975 | $77,416-97.4% | $69,464-97.2% | $152,897-98.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 20.51% | 39.08%-18.6pp | 28.98%-8.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,091 | $6,208-50.2% | $3,840-19.5% | $11,599-73.3% |