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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 | $14,535 | $175,646-91.7% | $129,118-88.7% | $134,545-89.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -10.96% | -11.39%+0.4pp | -10.94%0pp | 418.37%-429.3pp |
| Employer contribution / active EE | $11,479 | $6,355+80.6% | $5,051+127.2% | $4,742+142.1% |
| Participant deferral / active EE | $19,603 | $7,970+145.9% | $6,539+199.8% | $6,401+206.2% |
| Admin fee / account holder | $2,431 | $23,578-89.7% | $14,305-83.0% | $11,431-78.7% |