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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 | $9,811 | $93,346-89.5% | $71,796-86.3% | $273,972-96.4% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 83.0%+12.0pp |
| Annual return | 5.43% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,107 | $6,571-83.1% | $4,815-77.0% | $10,133-89.1% |