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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 | $18,147 | $113,941-84.1% | $94,229-80.7% | $125,389-85.5% |
| Participation rate | 92.9% | 82.9%+10.0pp | 78.8%+14.1pp | 83.2%+9.7pp |
| Annual return | 3.24% | 5.29%-2.0pp | 10.68%-7.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $124,037 | $8,392+1378.1% | $6,269+1878.5% | $9,541+1200.1% |