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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 | $8,929 | $124,980-92.9% | $108,359-91.8% | $154,746-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 29.01% | 45.00%-16.0pp | 36.89%-7.9pp | 172.34%-143.3pp |
| Employer contribution / active EE | $3,131 | $2,851+9.8% | $2,399+30.5% | $4,379-28.5% |
| Participant deferral / active EE | $7,019 | $4,743+48.0% | $4,137+69.7% | $6,730+4.3% |
| Admin fee / account holder | $704 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |