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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 | $6,212 | $115,796-94.6% | $101,264-93.9% | $158,950-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.76% | 56.15%-31.4pp | 46.48%-21.7pp | 302.91%-278.2pp |
| Employer contribution / active EE | $10,869 | $4,175+160.3% | $3,660+197.0% | $4,762+128.2% |
| Participant deferral / active EE | $13,120 | $4,958+164.6% | $4,370+200.2% | $5,983+119.3% |
| Admin fee / account holder | $3,560 | $7,247-50.9% | $5,947-40.1% | $11,248-68.4% |