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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 | $25,819 | $82,028-68.5% | $123,105-79.0% | $59,633-56.7% |
| Participation rate | 89.0% | 83.2%+5.8pp | 86.8%+2.2pp | 68.7%+20.4pp |
| Annual return | 13.61% | 5.12%+8.5pp | 13.22%+0.4pp | 2041.45%-2027.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,244 | $5,879-78.8% | $9,014-86.2% | $4,297-71.1% |