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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 | $6,984 | $157,304-95.6% | $141,197-95.1% | $152,909-95.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.59% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $2,422 | $5,263-54.0% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $3,689 | $7,111-48.1% | $6,710-45.0% | $5,851-37.0% |
| Admin fee / account holder | $6,628 | $12,126-45.3% | $10,265-35.4% | $11,601-42.9% |