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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 | $4,233 | $208,088-98.0% | $186,193-97.7% | $154,746-97.3% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.1%+7.5pp | 80.7%+3.9pp |
| Annual return | 20.28% | 89.97%-69.7pp | 78.03%-57.7pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,757 | $4,340-59.5% | $3,918-55.2% | $4,379-59.9% |
| Participant deferral / active EE | $5,266 | $7,078-25.6% | $6,513-19.1% | $6,730-21.8% |
| Admin fee / account holder | $714 | $11,698-93.9% | $11,058-93.5% | $14,365-95.0% |