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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 | $612 | $123,412-99.5% | $69,460-99.1% | $145,978-99.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 25.36% | 191.25%-165.9pp | 100.80%-75.4pp | 550.52%-525.2pp |
| Employer contribution / active EE | $2,868 | $2,684+6.8% | $1,714+67.3% | $4,662-38.5% |
| Participant deferral / active EE | $9,623 | $4,240+127.0% | $2,890+233.0% | $6,690+43.8% |
| Admin fee / account holder | $405 | $7,816-94.8% | $4,695-91.4% | $13,400-97.0% |