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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 | $1,527 | $190,862-99.2% | $159,991-99.0% | $134,509-98.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.82% | 552.59%-563.4pp | 408.82%-419.6pp | 418.13%-429.0pp |
| Employer contribution / active EE | $1,363 | $4,995-72.7% | $4,225-67.7% | $4,741-71.2% |
| Participant deferral / active EE | $2,410 | $6,924-65.2% | $6,183-61.0% | $6,400-62.4% |
| Admin fee / account holder | $484 | $10,495-95.4% | $8,715-94.5% | $11,427-95.8% |