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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 | $24,371 | $171,272-85.8% | $127,803-80.9% | $152,909-84.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 18.67% | 23.54%-4.9pp | 26.14%-7.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,322 | $5,451-57.4% | $4,576-49.3% | $4,764-51.3% |
| Participant deferral / active EE | $4,112 | $7,043-41.6% | $6,023-31.7% | $5,851-29.7% |
| Admin fee / account holder | $463 | $14,540-96.8% | $9,399-95.1% | $11,601-96.0% |