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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 | $12,472 | $167,483-92.6% | $115,752-89.2% | $147,586-91.5% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 82.8%-82.8pp |
| Annual return | 12.79% | 12.11%+0.7pp | 19.41%-6.6pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,469 | $13,069-88.8% | $6,278-76.6% | $10,886-86.5% |