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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 | $1,575 | $174,379-99.1% | $152,093-99.0% | $138,895-98.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.63% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $5,303 | $4,652+14.0% | $4,175+27.0% | $4,194+26.4% |
| Participant deferral / active EE | $6,379 | $6,159+3.6% | $5,451+17.0% | $6,396-0.3% |
| Admin fee / account holder | $1,084 | $16,880-93.6% | $14,497-92.5% | $12,562-91.4% |