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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 | $16,150 | $175,646-90.8% | $129,118-87.5% | $134,545-88.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.2%-77.2pp | 81.2%-81.2pp |
| Annual return | -15.45% | -11.39%-4.1pp | -10.94%-4.5pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,837 | $23,578-83.7% | $14,305-73.2% | $11,431-66.4% |