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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 | $2,153 | $90,590-97.6% | $90,782-97.6% | $135,380-98.4% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.6%-82.6pp |
| Annual return | 6.18% | -3.40%+9.6pp | -3.42%+9.6pp | 519.81%-513.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,012 | $7,683+56.3% | $5,908+103.3% | $10,828+10.9% |