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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 | $1,896 | $39,534-95.2% | $46,225-95.9% | $62,881-97.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 4.60% | 8.93%-4.3pp | 7.57%-3.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,646-100.0% | $3,424-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,776-100.0% | $3,203-100.0% |
| Admin fee / account holder | $934 | $2,464-62.1% | $3,519-73.5% | $4,296-78.3% |