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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 | $472 | $108,701-99.6% | $74,723-99.4% | $152,909-99.7% |
| Participation rate | 0.0% | 65.4%-65.4pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 25.00% | 114.12%-89.1pp | 753.18%-728.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,660,026 | $4,906+54117.7% | $3,335+79669.1% | $11,601+22829.9% |