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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 | $474 | $99,345-99.5% | $84,753-99.4% | $273,972-99.8% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 2.12% | 22.93%-20.8pp | 22.78%-20.7pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $382,234 | $6,645+5651.8% | $5,333+7067.2% | $10,133+3672.3% |