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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 | $3,519 | $181,062-98.1% | $158,223-97.8% | $155,188-97.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.56% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $3,005 | $4,565-34.2% | $4,109-26.9% | $4,248-29.3% |
| Participant deferral / active EE | $4,088 | $6,134-33.4% | $5,467-25.2% | $6,531-37.4% |
| Admin fee / account holder | $3,493 | $18,825-81.4% | $16,047-78.2% | $14,480-75.9% |