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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 | $3,063 | $114,013-97.3% | $103,693-97.0% | $155,188-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.97% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,667 | $3,131-46.8% | $2,920-42.9% | $4,248-60.8% |
| Participant deferral / active EE | $4,062 | $4,970-18.3% | $4,579-11.3% | $6,531-37.8% |
| Admin fee / account holder | $458 | $8,407-94.5% | $7,858-94.2% | $14,480-96.8% |