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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 | $23,139 | $180,462-87.2% | $154,111-85.0% | $135,379-82.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $6,884 | $6,036+14.1% | $5,298+29.9% | $4,779+44.0% |
| Participant deferral / active EE | $16,222 | $5,806+179.4% | $5,081+219.3% | $5,609+189.2% |
| Admin fee / account holder | $1,737 | $16,145-89.2% | $13,411-87.1% | $10,828-84.0% |