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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 | $30,533 | $181,896-83.2% | $156,551-80.5% | $273,972-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,811 | $6,248-23.0% | $5,501-12.5% | $4,869-1.2% |
| Participant deferral / active EE | $13,959 | $5,550+151.5% | $4,871+186.6% | $5,287+164.0% |
| Admin fee / account holder | $1,247 | $15,560-92.0% | $13,028-90.4% | $10,133-87.7% |