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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 | $209,336-97.0% | $197,124-96.8% | $137,256-95.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.10% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,568 | $6,591-61.0% | $6,227-58.8% | $4,156-38.2% |
| Participant deferral / active EE | $6,610 | $9,614-31.2% | $9,135-27.6% | $6,407+3.2% |
| Admin fee / account holder | $769 | $17,308-95.6% | $16,298-95.3% | $12,270-93.7% |