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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 | $4,423 | $180,749-97.6% | $160,784-97.2% | $137,256-96.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.21% | 2234.46%-2222.3pp | 1803.92%-1791.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,007 | $4,155-51.7% | $3,733-46.2% | $4,156-51.7% |
| Participant deferral / active EE | $2,277 | $6,844-66.7% | $6,293-63.8% | $6,407-64.5% |
| Admin fee / account holder | $912 | $10,397-91.2% | $9,717-90.6% | $12,270-92.6% |