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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 | $7,893 | $111,535-92.9% | $105,223-92.5% | $137,256-94.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $20,508 | $3,939+420.6% | $3,689+456.0% | $4,156+393.5% |
| Participant deferral / active EE | $69,546 | $5,500+1164.5% | $5,072+1271.3% | $6,407+985.5% |
| Admin fee / account holder | $924 | $9,721-90.5% | $8,859-89.6% | $12,270-92.5% |