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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 | $15,623 | $118,854-86.9% | $96,565-83.8% | $167,497-90.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.76% | 50.49%-38.7pp | 37.78%-26.0pp | 478.62%-466.9pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,356-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,241 | $8,065-22.6% | $6,181+1.0% | $12,310-49.3% |