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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 | $9,219 | $134,817-93.2% | $123,973-92.6% | $155,188-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.96% | 515.49%-506.5pp | 388.13%-379.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,407 | $4,425-68.2% | $4,126-65.9% | $4,248-66.9% |
| Participant deferral / active EE | $2,479 | $5,706-56.6% | $5,247-52.8% | $6,531-62.0% |
| Admin fee / account holder | $6,469 | $13,245-51.2% | $11,799-45.2% | $14,480-55.3% |