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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 | $3,783 | $114,119-96.7% | $107,187-96.5% | $138,895-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.82% | 273.21%-253.4pp | 204.55%-184.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,084 | $4,059+0.6% | $3,782+8.0% | $4,194-2.6% |
| Participant deferral / active EE | $3,996 | $5,538-27.8% | $5,096-21.6% | $6,396-37.5% |
| Admin fee / account holder | $1,276 | $10,024-87.3% | $9,162-86.1% | $12,562-89.8% |