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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 | $17,914 | $160,059-88.8% | $140,019-87.2% | $135,380-86.8% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -3.46% | 911.48%-914.9pp | 651.17%-654.6pp | 519.81%-523.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,244 | $13,328+29.4% | $10,705+61.1% | $10,828+59.3% |