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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 | $6,311 | $162,136-96.1% | $152,301-95.9% | $154,746-95.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.22% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,709 | $4,890+57.6% | $4,624+66.7% | $4,379+76.0% |
| Participant deferral / active EE | $10,497 | $8,341+25.9% | $8,004+31.2% | $6,730+56.0% |
| Admin fee / account holder | $6,712 | $15,759-57.4% | $14,398-53.4% | $14,365-53.3% |