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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 | $11,363 | $167,362-93.2% | $143,799-92.1% | $134,532-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.25% | 0.47%+2.8pp | -0.04%+3.3pp | 418.27%-415.0pp |
| Employer contribution / active EE | $9,456 | $5,620+68.2% | $4,952+90.9% | $4,741+99.4% |
| Participant deferral / active EE | $17,391 | $6,447+169.7% | $5,638+208.4% | $6,401+171.7% |
| Admin fee / account holder | $1,795 | $18,094-90.1% | $14,677-87.8% | $11,429-84.3% |