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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 | $21,014 | $142,430-85.2% | $115,170-81.8% | $152,885-86.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 11.24% | 41.48%-30.2pp | 35.60%-24.4pp | 345.39%-334.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $381 | $8,464-95.5% | $7,089-94.6% | $11,598-96.7% |