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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 | $49,603 | $53,671-7.6% | $53,671-7.6% | $352,355-85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 82.1%+17.9pp | 89.9%+10.1pp |
| Annual return | 1.31% | -19.59%+20.9pp | -19.15%+20.5pp | 910.77%-909.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $2,378-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $2,337-100.0% | $2,337-100.0% | $6,422-100.0% |
| Admin fee / account holder | $525,450 | $140,096+275.1% | $140,096+275.1% | $32,261+1528.7% |