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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 | $3,526 | $93,064-96.2% | $74,577-95.3% | $273,972-98.7% |
| Participation rate | 78.3% | 74.9%+3.3pp | 68.1%+10.1pp | 83.0%-4.8pp |
| Annual return | 2.82% | 26.18%-23.4pp | 20.47%-17.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,695 | $5,273-48.9% | $4,138-34.9% | $10,133-73.4% |