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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 | $979 | $104,650-99.1% | $83,854-98.8% | $155,188-99.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 5.74% | 28.97%-23.2pp | 31.39%-25.7pp | 148.84%-143.1pp |
| Employer contribution / active EE | $337 | $1,196-71.8% | $1,017-66.9% | $4,248-92.1% |
| Participant deferral / active EE | $357 | $2,367-84.9% | $2,035-82.5% | $6,531-94.5% |
| Admin fee / account holder | $1,103 | $3,518-68.7% | $3,197-65.5% | $14,480-92.4% |