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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 | $72,071-98.1% | $68,368-98.0% | $137,256-99.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.58% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,652 | $2,788+31.0% | $2,649+37.9% | $4,156-12.1% |
| Participant deferral / active EE | $2,668 | $4,410-39.5% | $4,123-35.3% | $6,407-58.4% |
| Admin fee / account holder | $704 | $5,336-86.8% | $5,150-86.3% | $12,270-94.3% |