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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 | $161,352-92.7% | $134,172-91.2% | $137,256-91.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 20.74% | 28.72%-8.0pp | 25.30%-4.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,241 | $4,099-45.3% | $3,420-34.5% | $4,156-46.1% |
| Participant deferral / active EE | $12,845 | $5,552+131.3% | $4,690+173.9% | $6,407+100.5% |
| Admin fee / account holder | $2,292 | $15,028-84.7% | $12,016-80.9% | $12,270-81.3% |