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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 | $8,112 | $100,911-92.0% | $90,440-91.0% | $158,966-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.56% | 1726.62%-1719.1pp | 1294.38%-1286.8pp | 302.95%-295.4pp |
| Employer contribution / active EE | $5,821 | $3,690+57.7% | $3,263+78.4% | $4,762+22.2% |
| Participant deferral / active EE | $6,925 | $4,348+59.2% | $3,964+74.7% | $5,983+15.7% |
| Admin fee / account holder | $1,130 | $6,507-82.6% | $5,615-79.9% | $11,250-90.0% |