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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 | $22,885 | $240,714-90.5% | $22,8850% | $240,714-90.5% |
| Participation rate | 0.0% | 91.7%-91.7pp | - | 91.7%-91.7pp |
| Annual return | 15.76% | 6.51%+9.2pp | 7.68%+8.1pp | 6.51%+9.2pp |
| Employer contribution / active EE | $0 | $13,526-100.0% | $14,873-100.0% | $13,526-100.0% |
| Participant deferral / active EE | $0 | $9,348-100.0% | - | $9,348-100.0% |
| Admin fee / account holder | $2,111 | $100,511-97.9% | $2,1110% | $100,511-97.9% |