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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 | $6,777 | $152,394-95.6% | $124,067-94.5% | $155,188-95.6% |
| Participation rate | 0.0% | 68.8%-68.8pp | 66.9%-66.9pp | 80.8%-80.8pp |
| Annual return | 9.59% | 34.93%-25.3pp | 31.06%-21.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,396 | $6,949-36.7% | $7,351-40.2% | $14,480-69.6% |