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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 | $5,010 | $108,942-95.4% | $100,415-95.0% | $145,897-96.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.08% | 58.27%-47.2pp | 49.47%-38.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,936 | $8,461+17.4% | $8,091+22.8% | $6,689+48.5% |
| Admin fee / account holder | $47,429 | $9,702+388.9% | $7,906+499.9% | $13,390+254.2% |