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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 | $9,433 | $110,379-91.5% | $102,412-90.8% | $145,884-93.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,562 | $4,216-15.5% | $3,870-8.0% | $4,662-23.6% |
| Participant deferral / active EE | $4,676 | $5,622-16.8% | $5,060-7.6% | $6,690-30.1% |
| Admin fee / account holder | $18,120 | $9,745+85.9% | $8,388+116.0% | $13,392+35.3% |