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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 | $288,797-49.7% | $239,577-39.4% | $382,429-62.0% |
| Participation rate | 71.4% | 85.8%-14.4pp | 82.1%-10.7pp | 87.7%-16.3pp |
| Annual return | 9.08% | -3.30%+12.4pp | -0.70%+9.8pp | 248.85%-239.8pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $12,707 | $18,649-31.9% | $19,315-34.2% | $30,732-58.7% |