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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 | $9,415 | $155,555-93.9% | $146,866-93.6% | $155,188-93.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.00% | 115.41%-94.4pp | 102.85%-81.9pp | 148.84%-127.8pp |
| Employer contribution / active EE | $6,608 | $4,647+42.2% | $4,425+49.3% | $4,248+55.6% |
| Participant deferral / active EE | $9,608 | $8,044+19.4% | $7,759+23.8% | $6,531+47.1% |
| Admin fee / account holder | $2,134 | $14,755-85.5% | $13,620-84.3% | $14,480-85.3% |