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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 | $12,799 | $75,962-83.2% | $154,108-91.7% | $64,173-80.1% |
| Participation rate | 78.5% | 70.4%+8.1pp | 83.0%-4.6pp | 69.6%+8.9pp |
| Annual return | 6.43% | 30.32%-23.9pp | 735.21%-728.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,275 | $5,589-77.2% | $13,411-90.5% | $4,887-73.9% |