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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 | $15,082 | $211,946-92.9% | $169,452-91.1% | $135,379-88.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.69% | 3.26%-8.0pp | 1.83%-6.5pp | 519.79%-524.5pp |
| Employer contribution / active EE | $9,716 | $5,117+89.9% | $4,157+133.7% | $4,779+103.3% |
| Participant deferral / active EE | $22,257 | $6,075+266.3% | $5,277+321.8% | $5,609+296.8% |
| Admin fee / account holder | $6,445 | $11,472-43.8% | $9,110-29.3% | $10,828-40.5% |