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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 | $1,544 | $154,228-99.0% | $145,433-98.9% | $137,256-98.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.81% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,710 | $4,804-64.4% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $6,623 | $8,216-19.4% | $7,897-16.1% | $6,407+3.4% |
| Admin fee / account holder | $2,897 | $14,344-79.8% | $13,129-77.9% | $12,270-76.4% |