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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 | $53,395 | $90,671-41.1% | $85,826-37.8% | $382,429-86.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 72.9%-72.9pp | 87.7%-87.7pp |
| Annual return | 19.59% | -14.82%+34.4pp | -10.29%+29.9pp | 248.85%-229.3pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,356 | $4,773-50.6% | $4,820-51.1% | $30,732-92.3% |