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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 | $15,175 | $180,462-91.6% | $154,111-90.2% | $135,379-88.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.68% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $16,175 | $6,036+168.0% | $5,298+205.3% | $4,779+238.5% |
| Participant deferral / active EE | $24,500 | $5,806+322.0% | $5,081+382.2% | $5,609+336.8% |
| Admin fee / account holder | $16,874 | $16,145+4.5% | $13,411+25.8% | $10,828+55.8% |