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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 | $94,439-99.0% | $73,658-98.7% | $154,746-99.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 5.74% | 28.25%-22.5pp | 29.72%-24.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $337 | $1,257-73.2% | $1,032-67.4% | $4,379-92.3% |
| Participant deferral / active EE | $357 | $2,527-85.9% | $2,062-82.7% | $6,730-94.7% |
| Admin fee / account holder | $1,103 | $3,843-71.3% | $3,357-67.2% | $14,365-92.3% |