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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 | $9,528 | $167,362-94.3% | $143,799-93.4% | $134,532-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.86% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,952 | $5,620-47.5% | $4,952-40.4% | $4,741-37.7% |
| Participant deferral / active EE | $8,974 | $6,447+39.2% | $5,638+59.2% | $6,401+40.2% |
| Admin fee / account holder | $2,428 | $18,094-86.6% | $14,677-83.5% | $11,429-78.8% |