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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 | $4,776 | $190,879-97.5% | $160,009-97.0% | $134,532-96.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.26% | 552.63%-569.9pp | 408.85%-426.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,097 | $4,995-78.0% | $4,225-74.0% | $4,741-76.9% |
| Participant deferral / active EE | $1,508 | $6,924-78.2% | $6,183-75.6% | $6,401-76.4% |
| Admin fee / account holder | $1,440 | $10,495-86.3% | $8,715-83.5% | $11,429-87.4% |