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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 | $8,852 | $45,833-80.7% | $63,018-86.0% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 11.61% | 9.16%+2.5pp | 87.63%-76.0pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,330-100.0% | - |
| Admin fee / account holder | $2,288 | $3,306-30.8% | $3,601-36.5% | - |