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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 | $5,159 | $81,840-93.7% | $63,412-91.9% | $125,389-95.9% |
| Participation rate | 0.0% | 73.0%-73.0pp | 67.1%-67.1pp | 83.2%-83.2pp |
| Annual return | -0.77% | -0.10%-0.7pp | 4.04%-4.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,129 | $4,951-77.2% | $3,753-69.9% | $9,541-88.2% |