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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 | $1,092 | $154,228-99.3% | $145,433-99.2% | $137,256-99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,357 | $4,804-30.1% | $4,554-26.3% | $4,156-19.2% |
| Participant deferral / active EE | $4,844 | $8,216-41.0% | $7,897-38.7% | $6,407-24.4% |
| Admin fee / account holder | $4,033 | $14,344-71.9% | $13,129-69.3% | $12,270-67.1% |