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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 | $9,240 | $111,814-91.7% | $103,378-91.1% | $145,978-93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 24.80%-13.9pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,023 | $4,215-52.0% | $3,870-47.7% | $4,662-56.6% |
| Participant deferral / active EE | $3,034 | $5,618-46.0% | $5,058-40.0% | $6,690-54.6% |
| Admin fee / account holder | $1,996 | $9,764-79.6% | $8,401-76.2% | $13,400-85.1% |