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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 | $1,294 | $175,231-99.3% | $149,696-99.1% | $139,466-99.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.51% | 166.77%-155.3pp | 134.46%-122.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $2,730 | $5,478-50.2% | $4,821-43.4% | $4,754-42.6% |
| Participant deferral / active EE | $5,172 | $6,521-20.7% | $5,682-9.0% | $6,712-22.9% |
| Admin fee / account holder | $1,459 | $16,155-91.0% | $13,212-89.0% | $11,409-87.2% |