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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 | $9,318 | $90,448-89.7% | $93,786-90.1% | $134,545-93.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 81.0%+0.8pp | 81.2%+0.6pp |
| Annual return | -11.67% | -15.71%+4.0pp | -11.32%-0.3pp | 418.37%-430.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,238 | $9,232-86.6% | $7,184-82.8% | $11,431-89.2% |