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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 | $3,410 | $123,155-97.2% | $108,753-96.9% | $155,188-97.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.23% | 44.73%-34.5pp | 37.47%-27.2pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,049 | $2,811-62.7% | $2,427-56.8% | $4,248-75.3% |
| Participant deferral / active EE | $2,927 | $4,623-36.7% | $4,115-28.9% | $6,531-55.2% |
| Admin fee / account holder | $2,444 | $12,126-79.8% | $10,320-76.3% | $14,480-83.1% |