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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 | $4,175 | $222,882-98.1% | $182,153-97.7% | $198,609-97.9% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.7%-65.7pp | 82.4%-82.4pp |
| Annual return | 11.77% | 38.53%-26.8pp | 35.04%-23.3pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $676 | $8,972-92.5% | $9,477-92.9% | $19,030-96.4% |