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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 | $127,764 | $479,618-73.4% | $4,796,448-97.3% | $479,618-73.4% |
| Participation rate | 100.0% | 89.3%+10.7pp | 75.0%+25.0pp | 89.3%+10.7pp |
| Annual return | 11.46% | 101.32%-89.9pp | -0.35%+11.8pp | 101.32%-89.9pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $1,651-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $1,928 | $12,520-84.6% | $279,274-99.3% | $12,520-84.6% |