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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 | $19,503 | $136,307-85.7% | $106,619-81.7% | $273,972-92.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 78.0%+12.9pp | 83.0%+7.9pp |
| Annual return | 3.85% | 11.05%-7.2pp | 9.42%-5.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,400 | $8,625-83.8% | $6,418-78.2% | $10,133-86.2% |