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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 | $18,571 | $71,878-74.2% | $86,698-78.6% | $68,486-72.9% |
| Participation rate | 94.6% | 72.2%+22.3pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | 6.57% | 3.53%+3.0pp | 35.95%-29.4pp | -7.85%+14.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,568 | $6,113+7.5% | $7,493-12.3% | $5,404+21.5% |