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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 | $85,627 | $277,676-69.2% | $197,507-56.6% | $428,746-80.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 14.72% | -8.32%+23.0pp | -4.87%+19.6pp | 331.92%-317.2pp |
| Employer contribution / active EE | $0 | $7,139-100.0% | $4,728-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $4,263 | $20,354-79.1% | $18,594-77.1% | $31,735-86.6% |