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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 | $19,895 | $94,529-79.0% | $140,019-85.8% | $64,173-69.0% |
| Participation rate | 81.6% | 84.1%-2.5pp | 87.5%-5.9pp | 69.6%+12.0pp |
| Annual return | 3.78% | 7.77%-4.0pp | 651.17%-647.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $306 | $6,741-95.5% | $10,705-97.1% | $4,887-93.7% |