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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 | $5,387 | $81,696-93.4% | $70,494-92.4% | $158,982-96.6% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.6pp |
| Annual return | 45.04% | 208.70%-163.7pp | 109.16%-64.1pp | 302.99%-258.0pp |
| Employer contribution / active EE | $1,185 | $3,220-63.2% | $2,738-56.7% | $4,763-75.1% |
| Participant deferral / active EE | $1,965 | $4,558-56.9% | $3,711-47.0% | $5,983-67.2% |
| Admin fee / account holder | $1,909 | $6,200-69.2% | $3,848-50.4% | $11,252-83.0% |