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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 | $5,611 | $190,879-97.1% | $160,009-96.5% | $134,532-95.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.09% | 552.63%-570.7pp | 408.85%-426.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,996 | $4,995+20.0% | $4,225+41.9% | $4,741+26.5% |
| Participant deferral / active EE | $29,521 | $6,924+326.4% | $6,183+377.4% | $6,401+361.2% |
| Admin fee / account holder | $1,542 | $10,495-85.3% | $8,715-82.3% | $11,429-86.5% |