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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 | $13,330 | $738,296-98.2% | $731,371-98.2% | $479,618-97.2% |
| Participation rate | 87.5% | 88.1%-0.6pp | 88.3%-0.8pp | 89.3%-1.8pp |
| Annual return | -6.05% | 476.14%-482.2pp | 451.29%-457.3pp | 101.32%-107.4pp |
| Employer contribution / active EE | $0 | $27,265-100.0% | $26,883-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $12,910 | $17,157-24.8% | $17,684-27.0% | $12,520+3.1% |