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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 | $10,309 | $105,867-90.3% | $90,760-88.6% | $134,532-92.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.17% | -10.99%-4.2pp | -12.16%-3.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,536 | $3,464-55.7% | $2,922-47.4% | $4,741-67.6% |
| Participant deferral / active EE | $6,049 | $5,217+15.9% | $4,565+32.5% | $6,401-5.5% |
| Admin fee / account holder | $378 | $13,936-97.3% | $8,444-95.5% | $11,429-96.7% |