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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 | $11,816 | $112,300-89.5% | $90,223-86.9% | $125,389-90.6% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.0%-79.0pp | 83.2%-83.2pp |
| Annual return | 2.40% | -0.57%+3.0pp | 1.31%+1.1pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,160 | $10,990-71.2% | $7,406-57.3% | $9,541-66.9% |