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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 | $205,416 | $587,889-65.1% | $403,265-49.1% | $587,889-65.1% |
| Participation rate | 0.0% | 87.9%-87.9pp | 98.3%-98.3pp | 87.9%-87.9pp |
| Annual return | 3.79% | 19.70%-15.9pp | 1.23%+2.6pp | 19.70%-15.9pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $14,440-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $5,577-100.0% | $8,361-100.0% |
| Admin fee / account holder | $21,584 | $49,457-56.4% | $3,446+526.3% | $49,457-56.4% |