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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 | $4,452 | $71,872-93.8% | $86,691-94.9% | $68,495-93.5% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.3pp | 67.9%+11.0pp |
| Annual return | -17.52% | 3.53%-21.0pp | 35.94%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,073 | $6,112-82.4% | $7,492-85.7% | $5,403-80.1% |