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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 | $9,905 | $93,064-89.4% | $74,577-86.7% | $273,972-96.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 4.48% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,131 | $3,160-64.2% | $2,525-55.2% | $4,869-76.8% |
| Participant deferral / active EE | $2,262 | $4,160-45.6% | $3,458-34.6% | $5,287-57.2% |
| Admin fee / account holder | $595 | $5,273-88.7% | $4,138-85.6% | $10,133-94.1% |