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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 | $112,729-92.1% | $98,716-91.0% | $137,256-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.01% | 38.48%-9.5pp | 31.81%-2.8pp | 220.34%-191.3pp |
| Employer contribution / active EE | $3,131 | $2,725+14.9% | $2,279+37.4% | $4,156-24.7% |
| Participant deferral / active EE | $7,019 | $4,640+51.3% | $4,048+73.4% | $6,407+9.6% |
| Admin fee / account holder | $704 | $10,129-93.1% | $8,703-91.9% | $12,270-94.3% |