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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 | $10,281 | $45,566-77.4% | $64,105-84.0% | $59,633-82.8% |
| Participation rate | 76.7% | 60.2%+16.5pp | 68.2%+8.5pp | 68.7%+8.0pp |
| Annual return | 26.25% | 4.95%+21.3pp | 791.24%-765.0pp | 2041.45%-2015.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $314 | $3,268-90.4% | $4,499-93.0% | $4,297-92.7% |