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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 | $3,428 | $213,785-98.4% | $185,441-98.2% | $155,188-97.8% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 11.05% | 19.97%-8.9pp | 20.16%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $853,645 | $21,134+3939.1% | $17,890+4671.7% | $14,480+5795.4% |