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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 | $2,458 | $175,231-98.6% | $149,696-98.4% | $139,466-98.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,263 | $5,478-76.9% | $4,821-73.8% | $4,754-73.4% |
| Participant deferral / active EE | $2,526 | $6,521-61.3% | $5,682-55.5% | $6,712-62.4% |
| Admin fee / account holder | $3,603 | $16,155-77.7% | $13,212-72.7% | $11,409-68.4% |