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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 | $7,818 | $102,609-92.4% | $98,090-92.0% | $138,895-94.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.09% | 36.44%-17.3pp | 37.05%-18.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $4,929 | $3,867+27.4% | $3,606+36.7% | $4,194+17.5% |
| Participant deferral / active EE | $6,625 | $8,167-18.9% | $7,845-15.5% | $6,396+3.6% |
| Admin fee / account holder | $1,738 | $11,434-84.8% | $11,815-85.3% | $12,562-86.2% |