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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 | $15,751 | $154,145-89.8% | $130,014-87.9% | $139,427-88.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 12.09% | 32.49%-20.4pp | -137.22%+149.3pp | 373.27%-361.2pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,320-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,278 | $14,009-26.6% | $10,616-3.2% | $11,404-9.9% |