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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 | $10,699 | $208,088-94.9% | $186,193-94.3% | $154,746-93.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.08% | 89.97%-75.9pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,115 | $4,340-74.3% | $3,918-71.5% | $4,379-74.5% |
| Participant deferral / active EE | $3,339 | $7,078-52.8% | $6,513-48.7% | $6,730-50.4% |
| Admin fee / account holder | $886 | $11,698-92.4% | $11,058-92.0% | $14,365-93.8% |