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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 | $14,780 | $77,896-81.0% | $134,172-89.0% | $82,448-82.1% |
| Participation rate | 82.6% | 62.8%+19.8pp | 72.5%+10.1pp | 68.1%+14.5pp |
| Annual return | 13.65% | 18.21%-4.6pp | 25.30%-11.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,979 | $6,336-53.0% | $12,016-75.2% | $7,234-58.8% |