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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 | $7,930 | $103,000-92.3% | $90,300-91.2% | $152,885-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.13% | 95.19%-69.1pp | 78.11%-52.0pp | 345.39%-319.3pp |
| Employer contribution / active EE | $1,963 | $3,138-37.5% | $2,854-31.2% | $4,763-58.8% |
| Participant deferral / active EE | $3,105 | $4,281-27.5% | $3,884-20.1% | $5,851-46.9% |
| Admin fee / account holder | $680 | $6,173-89.0% | $5,353-87.3% | $11,598-94.1% |