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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 | $38,534 | $254,759-84.9% | $216,567-82.2% | $198,609-80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.61% | 10.04%+6.6pp | 12.94%+3.7pp | 202.70%-186.1pp |
| Employer contribution / active EE | $3,728 | $6,096-38.8% | $5,216-28.5% | $5,055-26.2% |
| Participant deferral / active EE | $5,394 | $6,948-22.4% | $6,191-12.9% | $6,977-22.7% |
| Admin fee / account holder | $611 | $26,311-97.7% | $21,981-97.2% | $19,030-96.8% |