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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 | $35,713 | $254,759-86.0% | $216,567-83.5% | $198,609-82.0% |
| Participation rate | 88.2% | 84.5%+3.7pp | 81.6%+6.6pp | 82.4%+5.9pp |
| Annual return | 5.55% | 10.04%-4.5pp | 12.94%-7.4pp | 202.70%-197.2pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,226 | $26,311-80.1% | $21,981-76.2% | $19,030-72.5% |