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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 | $7,936 | $90,607-91.2% | $79,467-90.0% | $135,380-94.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.40% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $6,575 | $3,068+114.3% | $2,800+134.8% | $4,779+37.6% |
| Participant deferral / active EE | $8,782 | $4,050+116.8% | $3,704+137.1% | $5,609+56.6% |
| Admin fee / account holder | $10,893 | $5,895+84.8% | $5,104+113.4% | $10,828+0.6% |