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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 | $1,202 | $111,301-98.9% | $112,977-98.9% | $158,982-99.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 11.06% | 26.40%-15.3pp | 24.24%-13.2pp | 302.99%-291.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $506 | $8,392-94.0% | $6,294-92.0% | $11,252-95.5% |