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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 | $88,766 | $160,548-44.7% | $145,218-38.9% | $233,076-61.9% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | 0.32% | -0.62%+0.9pp | -0.67%+1.0pp | -82.67%+83.0pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $746 | $36,086-97.9% | $28,383-97.4% | $11,204-93.3% |