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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 | $14,655 | $167,353-91.2% | $143,797-89.8% | $134,545-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.91% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,247 | $5,620-42.2% | $4,952-34.4% | $4,742-31.5% |
| Participant deferral / active EE | $4,165 | $6,447-35.4% | $5,638-26.1% | $6,401-34.9% |
| Admin fee / account holder | $4,464 | $18,096-75.3% | $14,679-69.6% | $11,431-60.9% |