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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 | $2,002 | $110,410-98.2% | $102,437-98.0% | $145,897-98.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.85%-12.3pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,941 | $4,217-54.0% | $3,871-49.9% | $4,663-58.4% |
| Participant deferral / active EE | $3,028 | $5,622-46.1% | $5,060-40.2% | $6,689-54.7% |
| Admin fee / account holder | $576 | $9,745-94.1% | $8,388-93.1% | $13,390-95.7% |