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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 | $5,637 | $45,152-87.5% | $73,835-92.4% | $59,633-90.5% |
| Participation rate | 87.3% | 64.0%+23.3pp | 73.4%+13.9pp | 68.7%+18.6pp |
| Annual return | 1.34% | 27.40%-26.1pp | 2268.13%-2266.8pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $305 | $3,515-91.3% | $4,880-93.7% | $4,297-92.9% |