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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 | $6,260 | $227,291-97.2% | $214,702-97.1% | $155,188-96.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 17.10% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,568 | $6,772-62.1% | $6,461-60.3% | $4,248-39.6% |
| Participant deferral / active EE | $6,610 | $9,582-31.0% | $9,147-27.7% | $6,531+1.2% |
| Admin fee / account holder | $769 | $20,413-96.2% | $19,830-96.1% | $14,480-94.7% |