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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 | $2,290 | $76,368-97.0% | $67,681-96.6% | $154,746-98.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.38% | 1066.77%-1057.4pp | 590.58%-581.2pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,851 | $3,151-9.5% | $2,678+6.5% | $4,379-34.9% |
| Participant deferral / active EE | $4,018 | $4,824-16.7% | $3,976+1.1% | $6,730-40.3% |
| Admin fee / account holder | $1,476 | $8,559-82.8% | $6,100-75.8% | $14,365-89.7% |