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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 | $33,048 | $212,777-84.5% | $173,703-81.0% | $198,609-83.4% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 11.55% | 18.82%-7.3pp | 17.46%-5.9pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $367 | $19,536-98.1% | $15,562-97.6% | $19,030-98.1% |