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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 | $30,763 | $94,529-67.5% | $140,019-78.0% | $64,173-52.1% |
| Participation rate | 87.8% | 84.1%+3.8pp | 87.5%+0.3pp | 69.6%+18.3pp |
| Annual return | 13.90% | 7.77%+6.1pp | 651.17%-637.3pp | 7.63%+6.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,743 | $6,741-59.3% | $10,705-74.4% | $4,887-43.9% |