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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 | $2,990 | $172,111-98.3% | $150,298-98.0% | $137,256-97.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,507 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $2,653 | $6,166-57.0% | $5,453-51.3% | $6,407-58.6% |
| Admin fee / account holder | $800 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |