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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 | $18,025 | $72,177-75.0% | $115,038-84.3% | $59,633-69.8% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | 1.01% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $617 | $4,927-87.5% | $8,175-92.5% | $4,297-85.6% |