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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 | $10,372 | $97,761-89.4% | $83,850-87.6% | $135,382-92.3% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -5.86% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,203 | $6,674-52.0% | $5,478-41.5% | $10,829-70.4% |