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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 | $27,771 | $137,414-79.8% | $189,517-85.3% | $85,854-67.7% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 17.11% | 38.14%-21.0pp | 555.19%-538.1pp | 318.56%-301.4pp |
| 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% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,754 | $8,630-68.1% | $12,045-77.1% | $6,260-56.0% |