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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 | $6,655 | $190,916-96.5% | $160,037-95.8% | $134,545-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.38% | 552.79%-571.2pp | 408.95%-427.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $36,212 | $4,996+624.9% | $4,226+757.0% | $4,742+663.7% |
| Participant deferral / active EE | $52,706 | $6,925+661.1% | $6,184+752.3% | $6,401+723.4% |
| Admin fee / account holder | $775 | $10,497-92.6% | $8,716-91.1% | $11,431-93.2% |