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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 | $15,618 | $147,594-89.4% | $121,871-87.2% | $198,609-92.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 16.26% | 12.94%+3.3pp | 13.57%+2.7pp | 202.70%-186.4pp |
| Employer contribution / active EE | $4,550 | $3,007+51.3% | $2,731+66.6% | $5,055-10.0% |
| Participant deferral / active EE | $4,061 | $5,168-21.4% | $4,318-6.0% | $6,977-41.8% |
| Admin fee / account holder | $1,097 | $15,134-92.8% | $11,551-90.5% | $19,030-94.2% |