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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 | $9,182 | $102,696-91.1% | $86,235-89.4% | $139,487-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.92% | 1925.91%-1915.0pp | 1170.03%-1159.1pp | 373.84%-362.9pp |
| Employer contribution / active EE | $21,238 | $3,034+600.0% | $2,381+791.9% | $4,755+346.7% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,983 | $8,667-77.1% | $6,856-71.1% | $11,407-82.6% |