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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 | $35,476 | $137,414-74.2% | $189,545-81.3% | $85,851-58.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 87.8%+3.1pp | 69.3%+21.6pp |
| Annual return | 29.87% | 38.14%-8.3pp | 555.36%-525.5pp | 318.63%-288.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $497 | $8,630-94.2% | $12,049-95.9% | $6,261-92.1% |