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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 | $1,349 | $90,320-98.5% | $59,496-97.7% | $125,389-98.9% |
| Participation rate | 0.0% | 68.3%-68.3pp | 54.6%-54.6pp | 83.2%-83.2pp |
| Annual return | 1.52% | 369.13%-367.6pp | 182.05%-180.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,103 | $3,063-31.3% | $2,232-5.8% | $9,541-78.0% |