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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 | $2,430 | $106,923-97.7% | $84,023-97.1% | $152,909-98.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.39% | 105.02%-80.6pp | 71.32%-46.9pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,694 | $2,735-38.1% | $1,984-14.6% | $4,764-64.4% |
| Participant deferral / active EE | $1,959 | $4,013-51.2% | $3,239-39.5% | $5,851-66.5% |
| Admin fee / account holder | $1,011 | $8,289-87.8% | $6,102-83.4% | $11,601-91.3% |