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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 | $5,065 | $117,895-95.7% | $102,460-95.1% | $145,897-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $18,243 | $3,619+404.1% | $3,025+503.0% | $4,663+291.3% |
| Participant deferral / active EE | $21,250 | $5,736+270.5% | $5,056+320.3% | $6,689+217.7% |
| Admin fee / account holder | $19,696 | $13,353+47.5% | $9,460+108.2% | $13,390+47.1% |