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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 | $33,620 | $116,462-71.1% | $174,595-80.7% | $116,462-71.1% |
| Participation rate | 87.0% | 74.7%+12.3pp | 85.1%+1.9pp | 74.7%+12.3pp |
| Annual return | 110.91% | 15.65%+95.3pp | 6861.22%-6750.3pp | 15.65%+95.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $3,630-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $4,379-100.0% | $3,836-100.0% |
| Admin fee / account holder | $18,486 | $12,754+44.9% | $10,352+78.6% | $12,754+44.9% |