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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 | $6,800 | $108,942-93.8% | $100,415-93.2% | $145,897-95.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $461 | $4,422-89.6% | $3,943-88.3% | $4,663-90.1% |
| Participant deferral / active EE | $2,581 | $8,461-69.5% | $8,091-68.1% | $6,689-61.4% |
| Admin fee / account holder | $506 | $9,702-94.8% | $7,906-93.6% | $13,390-96.2% |