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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 | $9,553 | $54,541-82.5% | $78,778-87.9% | $70,126-86.4% |
| Participation rate | 88.3% | 60.8%+27.5pp | 69.2%+19.1pp | 69.5%+18.8pp |
| Annual return | 16.77% | 21.07%-4.3pp | 35.62%-18.8pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,016 | $3,709-72.6% | $5,134-80.2% | $4,645-78.1% |