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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 | $3,773 | $99,011-96.2% | $86,582-95.6% | $147,586-97.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.47% | 1312.75%-1301.3pp | 965.08%-953.6pp | 578.59%-567.1pp |
| Employer contribution / active EE | $651 | $3,132-79.2% | $2,839-77.1% | $4,876-86.6% |
| Participant deferral / active EE | $1,969 | $3,972-50.4% | $3,609-45.4% | $5,439-63.8% |
| Admin fee / account holder | $2,057 | $5,709-64.0% | $4,904-58.1% | $10,886-81.1% |