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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 | $12,742 | $139,948-90.9% | $121,663-89.5% | $154,746-91.8% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 17.08% | 230.52%-213.4pp | 147.54%-130.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,961 | $17,321-59.8% | $14,289-51.3% | $14,365-51.5% |