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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 | $2,597 | $105,864-97.5% | $90,162-97.1% | $147,585-98.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.77% | 37.63%-19.9pp | 34.88%-17.1pp | 578.57%-560.8pp |
| Employer contribution / active EE | $1,064 | $4,126-74.2% | $3,318-67.9% | $4,876-78.2% |
| Participant deferral / active EE | $3,488 | $5,733-39.2% | $5,287-34.0% | $5,439-35.9% |
| Admin fee / account holder | $569 | $8,046-92.9% | $5,943-90.4% | $10,885-94.8% |