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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 | $10,816 | $162,136-93.3% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.21% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,600 | $4,890+35.0% | $4,624+42.7% | $4,379+50.7% |
| Participant deferral / active EE | $6,600 | $8,341-20.9% | $8,004-17.5% | $6,730-1.9% |
| Admin fee / account holder | $3,911 | $15,759-75.2% | $14,398-72.8% | $14,365-72.8% |