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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 | $8,304 | $105,960-92.2% | $81,726-89.8% | $158,982-94.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.91% | 38.19%-28.3pp | 29.49%-19.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,073 | $13,011-68.7% | $7,108-42.7% | $5,983-31.9% |
| Admin fee / account holder | $3,004 | $8,494-64.6% | $5,160-41.8% | $11,252-73.3% |