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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 | $5,053 | $100,073-95.0% | $85,126-94.1% | $145,877-96.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 8.84% | 84.11%-75.3pp | 66.63%-57.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,095 | $3,236-66.2% | $2,731-59.9% | $4,663-76.5% |
| Participant deferral / active EE | $3,270 | $5,294-38.2% | $4,523-27.7% | $6,691-51.1% |
| Admin fee / account holder | $2,670 | $7,261-63.2% | $6,160-56.7% | $13,402-80.1% |