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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 | $13,122 | $156,616-91.6% | $133,346-90.2% | $198,609-93.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 27.21% | 44.25%-17.0pp | 36.85%-9.6pp | 202.70%-175.5pp |
| Employer contribution / active EE | $4,381 | $3,368+30.1% | $2,853+53.5% | $5,055-13.3% |
| Participant deferral / active EE | $4,904 | $4,920-0.3% | $4,332+13.2% | $6,977-29.7% |
| Admin fee / account holder | $905 | $17,468-94.8% | $14,264-93.7% | $19,030-95.2% |