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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 | $12,953 | $107,941-88.0% | $91,994-85.9% | $152,897-91.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.97% | 89.28%-70.3pp | 69.04%-50.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $3,504 | $4,212-16.8% | $3,453+1.5% | $4,764-26.4% |
| Participant deferral / active EE | $5,895 | $6,366-7.4% | $5,924-0.5% | $5,851+0.8% |
| Admin fee / account holder | $473 | $10,521-95.5% | $7,744-93.9% | $11,599-95.9% |