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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 | $6,744 | $107,733-93.7% | $92,985-92.7% | $154,746-95.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.76% | 30.39%-14.6pp | 27.99%-12.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,363 | $3,126+39.5% | $2,662+63.9% | $4,379-0.4% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,003 | $11,369-82.4% | $9,463-78.8% | $14,365-86.1% |