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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 | $31,734 | $100,060-68.3% | $149,721-78.8% | $70,126-54.7% |
| Participation rate | 74.0% | 83.6%-9.6pp | 87.1%-13.1pp | 69.5%+4.5pp |
| Annual return | 32.96% | 27.46%+5.5pp | 1501.67%-1468.7pp | 73.15%-40.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,510 | $8,285-33.5% | $11,282-51.2% | $4,645+18.6% |