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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 | $89 | $102,595-99.9% | $94,057-99.9% | $154,746-99.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.11% | 583.42%-572.3pp | 480.62%-469.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,633 | $3,147-48.1% | $2,933-44.3% | $4,379-62.7% |
| Participant deferral / active EE | $3,826 | $5,118-25.2% | $4,709-18.8% | $6,730-43.2% |
| Admin fee / account holder | $61,845 | $7,736+699.4% | $7,244+753.7% | $14,365+330.5% |