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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 | $59,764 | $407,956-85.4% | $299,830-80.1% | $198,609-69.9% |
| Participation rate | 90.0% | 83.3%+6.7pp | 78.5%+11.5pp | 82.4%+7.6pp |
| Annual return | 9.43% | 6.66%+2.8pp | 10.58%-1.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,741 | $73,031-96.2% | $50,982-94.6% | $19,030-85.6% |