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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 | $1,358 | $102,595-98.7% | $94,057-98.6% | $154,746-99.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.58% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,652 | $3,147+16.0% | $2,933+24.5% | $4,379-16.6% |
| Participant deferral / active EE | $2,668 | $5,118-47.9% | $4,709-43.3% | $6,730-60.4% |
| Admin fee / account holder | $704 | $7,736-90.9% | $7,244-90.3% | $14,365-95.1% |