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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 | $30,525 | $177,353-82.8% | $158,226-80.7% | $198,609-84.6% |
| Participation rate | 0.0% | 77.0%-77.0pp | 74.8%-74.8pp | 82.4%-82.4pp |
| Annual return | 17.23% | 599.50%-582.3pp | 501.41%-484.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,293 | $10,960-42.6% | $10,217-38.4% | $19,030-66.9% |