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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 | $25,967 | $206,458-87.4% | $313,292-91.7% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | - |
| Annual return | 1.29% | 4.11%-2.8pp | -2.79%+4.1pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $39,327-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | - |
| Admin fee / account holder | $129,114 | $14,541+787.9% | $15,115+754.2% | - |