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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 | $4,863 | $108,882-95.5% | $96,754-95.0% | $154,746-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.48% | 98.39%-84.9pp | 82.04%-68.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,888 | $3,018+95.1% | $2,679+119.8% | $4,379+34.5% |
| Participant deferral / active EE | $8,888 | $5,323+67.0% | $4,758+86.8% | $6,730+32.1% |
| Admin fee / account holder | $7,026 | $10,200-31.1% | $8,905-21.1% | $14,365-51.1% |