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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 | $3,243 | $116,167-97.2% | $64,489-95.0% | $137,256-97.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 10.06% | 36.55%-26.5pp | 55.03%-45.0pp | 220.34%-210.3pp |
| Employer contribution / active EE | $8,237 | $2,483+231.8% | $1,523+440.8% | $4,156+98.2% |
| Participant deferral / active EE | $31,911 | $4,215+657.1% | $2,778+1048.6% | $6,407+398.1% |
| Admin fee / account holder | $5,537 | $6,188-10.5% | $4,260+30.0% | $12,270-54.9% |