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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 | $49 | $185,141-100.0% | $153,416-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 80.8%-80.8pp |
| Annual return | 10.92% | 18.72%-7.8pp | 17.84%-6.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,338 | $16,005-29.2% | $13,095-13.4% | $14,480-21.7% |