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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 | $6,139 | $152,542-96.0% | $117,498-94.8% | $134,509-95.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.22% | 53.02%-67.2pp | 29.75%-44.0pp | 418.13%-432.4pp |
| Employer contribution / active EE | $1,961 | $5,574-64.8% | $4,178-53.1% | $4,741-58.6% |
| Participant deferral / active EE | $4,910 | $4,819+1.9% | $4,071+20.6% | $6,400-23.3% |
| Admin fee / account holder | $996 | $7,006-85.8% | $5,646-82.4% | $11,427-91.3% |