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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 | $1,096 | $225,673-99.5% | $203,872-99.5% | $155,188-99.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 29.15% | 95.91%-66.8pp | 85.11%-56.0pp | 148.84%-119.7pp |
| Employer contribution / active EE | $4,191 | $4,099+2.3% | $3,757+11.5% | $4,248-1.3% |
| Participant deferral / active EE | $4,356 | $6,893-36.8% | $6,388-31.8% | $6,531-33.3% |
| Admin fee / account holder | $1,118 | $12,327-90.9% | $11,730-90.5% | $14,480-92.3% |