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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 | $4,658 | $96,678-95.2% | $86,640-94.6% | $139,466-96.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.55% | 106.69%-88.1pp | 592.52%-574.0pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,732 | $3,265-16.3% | $3,024-9.7% | $4,754-42.5% |
| Participant deferral / active EE | $5,085 | $4,837+5.1% | $4,438+14.6% | $6,712-24.2% |
| Admin fee / account holder | $691 | $6,410-89.2% | $5,616-87.7% | $11,409-93.9% |