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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 | $6,433 | $169,336-96.2% | $129,384-95.0% | $145,884-95.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 11.42% | 14408.70%-14397.3pp | 9461.77%-9450.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,353 | $4,985-32.7% | $4,166-19.5% | $6,690-49.9% |
| Admin fee / account holder | $1,345 | $9,912-86.4% | $7,686-82.5% | $13,392-90.0% |