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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 | $54,239 | $216,874-75.0% | $174,595-68.9% | $382,429-85.8% |
| Participation rate | 0.0% | 86.9%-86.9pp | 85.1%-85.1pp | 87.7%-87.7pp |
| Annual return | -0.05% | 7969.70%-7969.8pp | 6861.22%-6861.3pp | 248.85%-248.9pp |
| Employer contribution / active EE | $0 | $4,110-100.0% | $3,630-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $862 | $12,030-92.8% | $10,352-91.7% | $30,732-97.2% |