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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 | $19,968 | $112,300-82.2% | $90,223-77.9% | $125,389-84.1% |
| Participation rate | 88.9% | 82.9%+6.0pp | 79.0%+9.8pp | 83.2%+5.7pp |
| Annual return | 0.19% | -0.57%+0.8pp | 1.31%-1.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,699 | $5,181-67.2% | $4,378-61.2% | $4,866-65.1% |
| Participant deferral / active EE | $3,542 | $6,733-47.4% | $5,792-38.8% | $5,352-33.8% |
| Admin fee / account holder | $13,188 | $10,990+20.0% | $7,406+78.1% | $9,541+38.2% |