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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 | $12,831 | $12,8310% | $19,623-34.6% | $211,396-93.9% |
| Participation rate | 100.0% | 10.0%+90.0pp | 12.5%+87.5pp | 4.3%+95.7pp |
| Annual return | 22.13% | -1.47%+23.6pp | -0.97%+23.1pp | 2.81%+19.3pp |
| Employer contribution / active EE | $0 | $13,250-100.0% | $22,441-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $5,461 | $5,4610% | $2,730+100.0% | $1,639+233.3% |