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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 | $174,379-98.6% | $152,093-98.4% | $138,895-98.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.62% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,964 | $4,652-57.8% | $4,175-53.0% | $4,194-53.2% |
| Participant deferral / active EE | $2,453 | $6,159-60.2% | $5,451-55.0% | $6,396-61.6% |
| Admin fee / account holder | $418 | $16,880-97.5% | $14,497-97.1% | $12,562-96.7% |