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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 | $2,396 | $172,111-98.6% | $150,298-98.4% | $137,256-98.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.62% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,964 | $4,636-57.6% | $4,154-52.7% | $4,156-52.7% |
| Participant deferral / active EE | $2,453 | $6,166-60.2% | $5,453-55.0% | $6,407-61.7% |
| Admin fee / account holder | $418 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |