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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 | $123,155-95.3% | $108,753-94.6% | $155,188-96.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 17.91% | 44.73%-26.8pp | 37.47%-19.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,010 | $2,811-28.5% | $2,427-17.2% | $4,248-52.7% |
| Participant deferral / active EE | $2,175 | $4,623-53.0% | $4,115-47.2% | $6,531-66.7% |
| Admin fee / account holder | $1,189 | $12,126-90.2% | $10,320-88.5% | $14,480-91.8% |