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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 | $18,023 | $73,978-75.6% | $96,515-81.3% | $75,173-76.0% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.3pp | 67.2%+31.5pp |
| Annual return | 13.92% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $510 | $5,219-90.2% | $6,735-92.4% | $5,651-91.0% |