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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 | $23,730 | $531,693-95.5% | $286,620-91.7% | $531,693-95.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 79.5%+20.5pp | 85.7%+14.3pp |
| Annual return | -4.25% | -13.27%+9.0pp | -10.99%+6.7pp | -13.27%+9.0pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $27,423-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $2,025-100.0% | $7,797-100.0% |
| Admin fee / account holder | $622,354 | $75,116+728.5% | $71,441+771.1% | $75,116+728.5% |