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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 | $42,237 | $146,267-71.1% | $197,124-78.6% | $82,448-48.8% |
| Participation rate | 94.8% | 84.0%+10.8pp | 86.7%+8.1pp | 68.1%+26.8pp |
| Annual return | 23.14% | 29.61%-6.5pp | 44.34%-21.2pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,087 | $14,422-71.7% | $16,298-74.9% | $7,234-43.5% |