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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 | $13,098 | $93,064-85.9% | $74,577-82.4% | $273,972-95.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.16% | 26.18%-18.0pp | 20.47%-12.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,512 | $3,160-52.1% | $2,525-40.1% | $4,869-68.9% |
| Participant deferral / active EE | $13,015 | $4,160+212.8% | $3,458+276.4% | $5,287+146.2% |
| Admin fee / account holder | $3,209 | $5,273-39.1% | $4,138-22.4% | $10,133-68.3% |