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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 | $30,492 | $105,284-71.0% | $150,734-79.8% | $94,015-67.6% |
| Participation rate | 75.0% | 71.7%+3.3pp | 78.4%-3.4pp | 70.8%+4.2pp |
| Annual return | 18.38% | 15.67%+2.7pp | 600.81%-582.4pp | 17.84%+0.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $690 | $9,839-93.0% | $14,905-95.4% | $8,951-92.3% |