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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 | $17,017 | $100,805-83.1% | $86,698-80.4% | $134,532-87.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.48% | 29.09%-47.6pp | 35.95%-54.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $7,692 | $3,490+120.4% | $2,837+171.2% | $4,741+62.2% |
| Participant deferral / active EE | $12,598 | $5,339+136.0% | $4,656+170.6% | $6,401+96.8% |
| Admin fee / account holder | $1,117 | $10,925-89.8% | $7,493-85.1% | $11,429-90.2% |