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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 | $17,568 | $56,110-68.7% | $94,993-81.5% | $70,126-74.9% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.9%+7.9pp | 69.5%+12.3pp |
| Annual return | 13.94% | 51.02%-37.1pp | 27.14%-13.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $306 | $3,456-91.1% | $4,960-93.8% | $4,645-93.4% |