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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 | $2,661 | $85,094-96.9% | $76,327-96.5% | $145,884-98.2% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 13.05% | 13.13%-0.1pp | 13.79%-0.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,136 | $5,773-80.3% | $5,139-77.9% | $13,392-91.5% |