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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 | $8,850 | $99,032-91.1% | $80,022-88.9% | $135,380-93.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 15.39%-20.0pp | 11.22%-15.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,617 | $3,043+51.7% | $2,468+87.1% | $4,779-3.4% |
| Participant deferral / active EE | $12,220 | $4,282+185.4% | $3,686+231.5% | $5,609+117.9% |
| Admin fee / account holder | $9,379 | $10,436-10.1% | $6,521+43.8% | $10,828-13.4% |