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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 | $4,790 | $160,040-97.0% | $147,096-96.7% | $145,877-96.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.97% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,545 | $5,289-33.0% | $4,936-28.2% | $4,663-24.0% |
| Participant deferral / active EE | $9,345 | $8,429+10.9% | $8,071+15.8% | $6,691+39.7% |
| Admin fee / account holder | $1,878 | $15,050-87.5% | $13,005-85.6% | $13,402-86.0% |