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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 | $111,785-92.2% | $93,669-90.7% | $145,877-94.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.30% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,642 | $3,096+49.9% | $2,424+91.5% | $4,663-0.4% |
| Participant deferral / active EE | $9,050 | $4,919+84.0% | $4,416+105.0% | $6,691+35.3% |
| Admin fee / account holder | $5,589 | $10,256-45.5% | $8,291-32.6% | $13,402-58.3% |