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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 | $15,209 | $138,072-89.0% | $123,549-87.7% | $135,382-88.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.77% | 153.69%-154.5pp | 119.20%-120.0pp | 519.77%-520.5pp |
| Employer contribution / active EE | $12,356 | $5,152+139.8% | $4,628+167.0% | $4,779+158.6% |
| Participant deferral / active EE | $17,565 | $6,799+158.3% | $6,426+173.3% | $5,609+213.2% |
| Admin fee / account holder | $29,153 | $10,917+167.1% | $9,284+214.0% | $10,829+169.2% |