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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 | $100,139-93.7% | $85,187-92.6% | $145,884-95.7% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 11.58% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,839 | $3,238+18.6% | $2,732+40.5% | $4,662-17.6% |
| Participant deferral / active EE | $978 | $5,296-81.5% | $4,525-78.4% | $6,690-85.4% |
| Admin fee / account holder | $1,904 | $7,262-73.8% | $6,162-69.1% | $13,392-85.8% |