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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 | $18,858 | $157,304-88.0% | $141,197-86.6% | $152,909-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.11% | 64.34%-48.2pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $4,287 | $5,263-18.5% | $4,736-9.5% | $4,764-10.0% |
| Participant deferral / active EE | $10,078 | $7,111+41.7% | $6,710+50.2% | $5,851+72.2% |
| Admin fee / account holder | $5,045 | $12,126-58.4% | $10,265-50.8% | $11,601-56.5% |