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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 | $1,736 | $116,167-98.5% | $64,489-97.3% | $137,256-98.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 15.46% | 36.55%-21.1pp | 55.03%-39.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $24,057 | $2,483+869.0% | $1,523+1479.5% | $4,156+478.8% |
| Participant deferral / active EE | $51,784 | $4,215+1128.6% | $2,778+1764.0% | $6,407+708.3% |
| Admin fee / account holder | $2,053 | $6,188-66.8% | $4,260-51.8% | $12,270-83.3% |