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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 | $4,239 | $95,664-95.6% | $76,902-94.5% | $139,487-97.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.67% | 55.03%-38.4pp | 37.91%-21.2pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,765 | $3,147-12.2% | $2,534+9.1% | $4,755-41.9% |
| Participant deferral / active EE | $12,209 | $4,626+163.9% | $3,833+218.5% | $6,713+81.9% |
| Admin fee / account holder | $2,597 | $8,311-68.8% | $5,479-52.6% | $11,407-77.2% |