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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 | $40,867 | $375,661-89.1% | $312,151-86.9% | $382,429-89.3% |
| Participation rate | 88.9% | 91.4%-2.5pp | 89.1%-0.2pp | 87.7%+1.1pp |
| Annual return | 3.31% | 0.11%+3.2pp | 1.82%+1.5pp | 248.85%-245.5pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,736 | $64,308-97.3% | $51,799-96.6% | $30,732-94.3% |