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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 | $6,285 | $100,203-93.7% | $85,240-92.6% | $145,897-95.7% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 11.58% | 84.28%-72.7pp | 66.75%-55.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,839 | $3,242+18.4% | $2,735+40.4% | $4,663-17.7% |
| Participant deferral / active EE | $978 | $5,299-81.5% | $4,527-78.4% | $6,689-85.4% |
| Admin fee / account holder | $1,904 | $7,265-73.8% | $6,165-69.1% | $13,390-85.8% |