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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 | $19,549 | $142,409-86.3% | $119,634-83.7% | $134,545-85.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | -12.46%-7.2pp | -14.98%-4.7pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,495 | $5,224-33.1% | $4,232-17.4% | $4,742-26.3% |
| Participant deferral / active EE | $4,942 | $6,468-23.6% | $5,601-11.8% | $6,401-22.8% |
| Admin fee / account holder | $812 | $13,594-94.0% | $10,329-92.1% | $11,431-92.9% |