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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 | $1,191 | $122,962-99.0% | $71,585-98.3% | $138,895-99.1% |
| Participation rate | 0.0% | 68.9%-68.9pp | 68.2%-68.2pp | 79.9%-79.9pp |
| Annual return | 19.93% | 37.84%-17.9pp | 59.26%-39.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $545 | $6,488-91.6% | $4,712-88.4% | $12,562-95.7% |