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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 | $5,267 | $93,117-94.3% | $77,096-93.2% | $134,532-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.02% | 62.67%-73.7pp | 42.35%-53.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $7,819 | $3,420+128.6% | $2,814+177.8% | $4,741+64.9% |
| Participant deferral / active EE | $5,403 | $5,241+3.1% | $4,429+22.0% | $6,401-15.6% |
| Admin fee / account holder | $599 | $6,948-91.4% | $5,428-89.0% | $11,429-94.8% |