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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 | $3,639 | $84,685-95.7% | $73,836-95.1% | $125,389-97.1% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 0.33% | 3123.80%-3123.5pp | 2268.06%-2267.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,466 | $5,694+136.5% | $4,882+175.8% | $9,541+41.1% |