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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 | $16,386 | $83,090-80.3% | $130,062-87.4% | $71,529-77.1% |
| Participation rate | 88.0% | 74.1%+13.9pp | 78.5%+9.5pp | 67.9%+20.1pp |
| Annual return | 31.66% | 20.61%+11.0pp | -137.37%+169.0pp | 28.97%+2.7pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,163 | $1,727+141.0% | $10,601-60.7% | $1,588+162.1% |