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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 | $5,725 | $52,836-89.2% | $105,736-94.6% | $64,173-91.1% |
| Participation rate | 80.4% | 66.5%+13.8pp | 76.3%+4.1pp | 69.6%+10.8pp |
| Annual return | -6.28% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $371 | $3,959-90.6% | $6,913-94.6% | $4,887-92.4% |