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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 | $14,890 | $132,634-88.8% | $115,768-87.1% | $137,256-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.31% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,510 | $3,360+4.5% | $2,940+19.4% | $4,156-15.5% |
| Participant deferral / active EE | $15,713 | $5,619+179.7% | $4,917+219.6% | $6,407+145.3% |
| Admin fee / account holder | $1,221 | $15,028-91.9% | $12,439-90.2% | $12,270-90.1% |