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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 | $6,547 | $87,546-92.5% | $75,784-91.4% | $125,389-94.8% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | 0.32% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $378 | $6,503-94.2% | $5,300-92.9% | $9,541-96.0% |