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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 | $20,198 | $112,131-82.0% | $95,964-79.0% | $158,982-87.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.32% | 171.19%-161.9pp | 91.64%-82.3pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,752 | $3,199-14.0% | $2,541+8.3% | $4,763-42.2% |
| Participant deferral / active EE | $3,265 | $4,784-31.8% | $4,167-21.6% | $5,983-45.4% |
| Admin fee / account holder | $3,540 | $10,136-65.1% | $6,797-47.9% | $11,252-68.5% |