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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 | $4,785 | $208,088-97.7% | $186,193-97.4% | $154,746-96.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.83% | 89.97%-72.1pp | 78.03%-60.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,414 | $4,340-21.3% | $3,918-12.9% | $4,379-22.0% |
| Participant deferral / active EE | $12,779 | $7,078+80.5% | $6,513+96.2% | $6,730+89.9% |
| Admin fee / account holder | $1,861 | $11,698-84.1% | $11,058-83.2% | $14,365-87.0% |