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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 | $11,847 | $212,777-94.4% | $173,703-93.2% | $198,609-94.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 20.74% | 18.82%+1.9pp | 17.46%+3.3pp | 202.70%-182.0pp |
| Employer contribution / active EE | $2,241 | $5,214-57.0% | $4,288-47.7% | $5,055-55.7% |
| Participant deferral / active EE | $12,845 | $5,697+125.5% | $4,854+164.6% | $6,977+84.1% |
| Admin fee / account holder | $2,292 | $19,536-88.3% | $15,562-85.3% | $19,030-88.0% |