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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 | $1,108 | $85,060-98.7% | $70,565-98.4% | $139,487-99.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.43% | 30.39%-18.0pp | 32.79%-20.4pp | 373.84%-361.4pp |
| Employer contribution / active EE | $2,574 | $3,912-34.2% | $2,976-13.5% | $4,755-45.9% |
| Participant deferral / active EE | $4,088 | $5,891-30.6% | $4,568-10.5% | $6,713-39.1% |
| Admin fee / account holder | $4,744 | $8,932-46.9% | $6,430-26.2% | $11,407-58.4% |