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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 | $29,759 | $178,584-83.3% | $84,753-64.9% | - |
| Participation rate | 0.0% | 64.5%-64.5pp | 76.6%-76.6pp | - |
| Annual return | 8.01% | 76.22%-68.2pp | 22.78%-14.8pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $926 | $9,656-90.4% | $5,333-82.6% | - |