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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 | $186,337 | $183,415+1.6% | $157,143+18.6% | $382,429-51.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 84.9%+15.1pp | 87.7%+12.3pp |
| Annual return | 14.65% | -8.41%+23.1pp | -5.74%+20.4pp | 248.85%-234.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,066-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,194-100.0% | $3,906-100.0% | $5,727-100.0% |
| Admin fee / account holder | $6,399 | $18,825-66.0% | $15,459-58.6% | $30,732-79.2% |