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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 | $16,223 | $104,251-84.4% | $91,004-82.2% | $147,586-89.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 14.24% | 27.06%-12.8pp | 4.60%+9.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,823 | $3,116-41.5% | $2,456-25.8% | $4,876-62.6% |
| Participant deferral / active EE | $2,215 | $4,195-47.2% | $3,548-37.6% | $5,439-59.3% |
| Admin fee / account holder | $1,286 | $8,948-85.6% | $5,417-76.3% | $10,886-88.2% |