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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 | $4,010 | $123,155-96.7% | $108,753-96.3% | $155,188-97.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.00% | 44.73%-28.7pp | 37.47%-21.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $5,086 | $2,811+80.9% | $2,427+109.6% | $4,248+19.7% |
| Participant deferral / active EE | $16,399 | $4,623+254.7% | $4,115+298.5% | $6,531+151.1% |
| Admin fee / account holder | $18,539 | $12,126+52.9% | $10,320+79.6% | $14,480+28.0% |