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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 | $7,326 | $190,879-96.2% | $160,009-95.4% | $134,532-94.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.03% | 552.63%-571.7pp | 408.85%-427.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,359 | $4,995-52.8% | $4,225-44.2% | $4,741-50.2% |
| Participant deferral / active EE | $7,498 | $6,924+8.3% | $6,183+21.3% | $6,401+17.1% |
| Admin fee / account holder | $2,837 | $10,495-73.0% | $8,715-67.4% | $11,429-75.2% |