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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 | $11,684 | $77,976-85.0% | $81,367-85.6% | $125,389-90.7% |
| Participation rate | 90.0% | 83.3%+6.7pp | 82.3%+7.7pp | 83.2%+6.8pp |
| Annual return | -2.67% | -2.85%+0.2pp | -0.92%-1.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,073 | $12,476-83.4% | $8,926-76.8% | $9,541-78.3% |