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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 | $8,073 | $166,268-95.1% | $165,100-95.1% | $145,897-94.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 36.63% | 100.52%-63.9pp | 70.21%-33.6pp | 552.29%-515.7pp |
| Employer contribution / active EE | $2,795 | $5,284-47.1% | $4,348-35.7% | $4,663-40.1% |
| Participant deferral / active EE | $6,656 | $6,964-4.4% | $6,035+10.3% | $6,689-0.5% |
| Admin fee / account holder | $843 | $16,659-94.9% | $12,696-93.4% | $13,390-93.7% |