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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 | $977 | $81,727-98.8% | $58,534-98.3% | $139,427-99.3% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 8.29% | 7422.38%-7414.1pp | 4248.32%-4240.0pp | 373.27%-365.0pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,711-100.0% |
| Admin fee / account holder | $309 | $3,271-90.5% | $2,519-87.7% | $11,404-97.3% |