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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 | $14,073 | $88,707-84.1% | $74,184-81.0% | $273,972-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.94% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,967 | $4,212+207.9% | $3,550+265.3% | $5,287+145.3% |
| Admin fee / account holder | $14,323 | $8,717+64.3% | $5,586+156.4% | $10,133+41.4% |