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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 | $489 | $127,386-99.6% | $115,037-99.6% | $125,388-99.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.25% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $16,201 | $5,166+213.6% | $4,608+251.6% | $4,866+232.9% |
| Participant deferral / active EE | $12,426 | $6,423+93.5% | $6,026+106.2% | $5,352+132.2% |
| Admin fee / account holder | $7,653 | $9,516-19.6% | $8,175-6.4% | $9,541-19.8% |