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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 | $8,634 | $90,671-90.5% | $85,826-89.9% | $382,429-97.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 72.9%+27.1pp | 87.7%+12.3pp |
| Annual return | 19.27% | -14.82%+34.1pp | -10.29%+29.6pp | 248.85%-229.6pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $4,602 | $4,773-3.6% | $4,820-4.5% | $30,732-85.0% |