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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 | $3,232 | $97,125-96.7% | $86,233-96.3% | $137,256-97.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.69% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,220 | $2,841-21.9% | $2,504-11.4% | $4,156-46.6% |
| Participant deferral / active EE | $2,499 | $5,180-51.8% | $4,559-45.2% | $6,407-61.0% |
| Admin fee / account holder | $620 | $9,725-93.6% | $8,342-92.6% | $12,270-94.9% |