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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 | $6,999 | $55,449-87.4% | $83,830-91.7% | $56,287-87.6% |
| Participation rate | 70.0% | 68.0%+2.0pp | 76.1%-6.1pp | 69.9%+0.1pp |
| Annual return | -1.61% | -1.38%-0.2pp | 850.97%-852.6pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $412 | $656-37.2% | $5,479-92.5% | $521-20.9% |