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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 | $220,174 | $531,493-58.6% | $270,286-18.5% | $531,493-58.6% |
| Participation rate | 0.0% | 86.9%-86.9pp | 93.3%-93.3pp | 86.9%-86.9pp |
| Annual return | 3.70% | 9.82%-6.1pp | 2.13%+1.6pp | 9.82%-6.1pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $10,655-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $3,981-100.0% | $6,107-100.0% |
| Admin fee / account holder | $20,604 | $42,466-51.5% | $13,990+47.3% | $42,466-51.5% |