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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 | $2,579 | $208,526-98.8% | $96,520-97.3% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.3%-74.3pp | - |
| Annual return | 10.89% | 18.23%-7.3pp | 35.72%-24.8pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,739-100.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,879-100.0% | - |
| Admin fee / account holder | $1,571 | $13,060-88.0% | $6,733-76.7% | - |