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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 | $2,089 | $96,643-97.8% | $86,617-97.6% | $139,456-98.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 16.87% | 106.57%-89.7pp | 591.91%-575.0pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,894 | $3,264-42.0% | $3,023-37.3% | $4,753-60.1% |
| Participant deferral / active EE | $2,071 | $4,835-57.2% | $4,437-53.3% | $6,711-69.1% |
| Admin fee / account holder | $890 | $6,406-86.1% | $5,613-84.1% | $11,407-92.2% |