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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 | $20,902 | $76,367-72.6% | $93,614-77.7% | $72,983-71.4% |
| Participation rate | 84.8% | 71.7%+13.1pp | 75.8%+9.0pp | 69.5%+15.4pp |
| Annual return | 16.44% | 25.82%-9.4pp | 32.76%-16.3pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,167 | $6,838-82.9% | $7,889-85.2% | $5,124-77.2% |