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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 | $8,738 | $111,878-92.2% | $93,727-90.7% | $145,897-94.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.30% | 204.28%-190.0pp | 133.83%-119.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,642 | $3,092+50.1% | $2,421+91.7% | $4,663-0.4% |
| Participant deferral / active EE | $9,050 | $4,920+83.9% | $4,417+104.9% | $6,689+35.3% |
| Admin fee / account holder | $5,589 | $10,256-45.5% | $8,292-32.6% | $13,390-58.3% |