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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 | $2,548 | $93,064-97.3% | $74,577-96.6% | $273,972-99.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 2.38% | 26.18%-23.8pp | 20.47%-18.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $3,639 | $3,160+15.2% | $2,525+44.1% | $4,869-25.3% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $554 | $5,273-89.5% | $4,138-86.6% | $10,133-94.5% |