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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 | $10,798 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.21% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,133 | $4,636+53.8% | $4,154+71.7% | $4,156+71.6% |
| Participant deferral / active EE | $8,730 | $6,166+41.6% | $5,453+60.1% | $6,407+36.3% |
| Admin fee / account holder | $5,635 | $16,471-65.8% | $14,116-60.1% | $12,270-54.1% |