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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 | $10,476 | $138,102-92.4% | $125,381-91.6% | $134,532-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.06% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,800 | $5,245-27.6% | $4,815-21.1% | $4,741-19.8% |
| Participant deferral / active EE | $3,800 | $7,801-51.3% | $7,448-49.0% | $6,401-40.6% |
| Admin fee / account holder | $6,745 | $11,568-41.7% | $10,007-32.6% | $11,429-41.0% |