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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 | $5,833 | $124,980-95.3% | $108,359-94.6% | $154,746-96.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 17.91% | 45.00%-27.1pp | 36.89%-19.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,010 | $2,851-29.5% | $2,399-16.2% | $4,379-54.1% |
| Participant deferral / active EE | $2,175 | $4,743-54.1% | $4,137-47.4% | $6,730-67.7% |
| Admin fee / account holder | $1,189 | $11,502-89.7% | $9,741-87.8% | $14,365-91.7% |