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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 | $8,965 | $114,130-92.1% | $96,192-90.7% | $167,553-94.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 9.46% | 190.07%-180.6pp | 192.09%-182.6pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,276 | $3,431-62.8% | $2,799-54.4% | $4,840-73.6% |
| Participant deferral / active EE | $8,036 | $5,198+54.6% | $4,351+84.7% | $6,343+26.7% |
| Admin fee / account holder | $1,426 | $6,901-79.3% | $5,539-74.3% | $12,316-88.4% |