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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 | $11,783 | $167,353-93.0% | $143,797-91.8% | $134,545-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.44% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,230 | $5,620-6.9% | $4,952+5.6% | $4,742+10.3% |
| Participant deferral / active EE | $5,312 | $6,447-17.6% | $5,638-5.8% | $6,401-17.0% |
| Admin fee / account holder | $321 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |