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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 | $712 | $197,819-99.6% | $155,789-99.5% | $125,389-99.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 2.89% | 86.73%-83.8pp | 71.54%-68.7pp | 282.24%-279.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,660 | $9,544+74.6% | $7,477+122.8% | $9,541+74.6% |