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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 | $97,125-95.0% | $86,233-94.4% | $137,256-96.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.48% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,888 | $2,841+107.2% | $2,504+135.1% | $4,156+41.7% |
| Participant deferral / active EE | $8,888 | $5,180+71.6% | $4,559+95.0% | $6,407+38.7% |
| Admin fee / account holder | $7,026 | $9,725-27.7% | $8,342-15.8% | $12,270-42.7% |