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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 | $17,904 | $140,592-87.3% | $123,105-85.5% | $125,389-85.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.01% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,541 | $6,041-41.4% | $5,151-31.3% | $4,866-27.2% |
| Participant deferral / active EE | $12,225 | $6,980+75.1% | $6,229+96.2% | $5,352+128.4% |
| Admin fee / account holder | $7,478 | $11,198-33.2% | $9,014-17.0% | $9,541-21.6% |