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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 | $1,882 | $239,571-99.2% | $183,328-99.0% | $137,256-98.6% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 18.73% | 35.69%-17.0pp | 29.67%-10.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $574 | $30,059-98.1% | $21,427-97.3% | $12,270-95.3% |