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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 | $248,360 | $316,187-21.5% | $269,529-7.9% | $461,066-46.1% |
| Participation rate | 0.0% | 86.6%-86.6pp | 82.8%-82.8pp | 87.7%-87.7pp |
| Annual return | 12.35% | -6.39%+18.7pp | -4.31%+16.7pp | 484.84%-472.5pp |
| Employer contribution / active EE | $0 | $10,349-100.0% | $8,701-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $31,621 | $16,501+91.6% | $15,286+106.9% | $28,147+12.3% |