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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 | $145,282 | $316,187-54.1% | $269,529-46.1% | $461,066-68.5% |
| Participation rate | 71.4% | 86.6%-15.2pp | 82.8%-11.4pp | 87.7%-16.2pp |
| Annual return | 9.08% | -6.39%+15.5pp | -4.31%+13.4pp | 484.84%-475.8pp |
| Employer contribution / active EE | $0 | $10,349-100.0% | $8,701-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $12,707 | $16,501-23.0% | $15,286-16.9% | $28,147-54.9% |