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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 | $14,536 | $114,237-87.3% | $119,258-87.8% | $167,518-91.3% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.7%-11.3pp | 82.1%-10.7pp |
| Annual return | 11.21% | 29.87%-18.7pp | 30.69%-19.5pp | 478.71%-467.5pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,124 | $8,932-87.4% | $7,226-84.4% | $12,312-90.9% |