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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 | $208,088-97.9% | $186,193-97.6% | $154,746-97.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.21% | 89.97%-77.8pp | 78.03%-65.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,007 | $4,340-53.8% | $3,918-48.8% | $4,379-54.2% |
| Participant deferral / active EE | $2,277 | $7,078-67.8% | $6,513-65.0% | $6,730-66.2% |
| Admin fee / account holder | $912 | $11,698-92.2% | $11,058-91.8% | $14,365-93.7% |