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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 | $7,121 | $100,041-92.9% | $149,718-95.2% | $70,131-89.8% |
| Participation rate | 76.3% | 83.6%-7.3pp | 87.1%-10.8pp | 69.5%+6.8pp |
| Annual return | 14.98% | 27.43%-12.4pp | 1501.67%-1486.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $452 | $8,286-94.5% | $11,283-96.0% | $4,645-90.3% |