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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 | $13,534 | $155,555-91.3% | $146,866-90.8% | $155,188-91.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 11.73% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,768 | $4,647-62.0% | $4,425-60.0% | $4,248-58.4% |
| Participant deferral / active EE | $8,910 | $8,044+10.8% | $7,759+14.8% | $6,531+36.4% |
| Admin fee / account holder | $8,272 | $14,755-43.9% | $13,620-39.3% | $14,480-42.9% |