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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 | $695 | $85,060-99.2% | $70,565-99.0% | $139,487-99.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.21% | 30.39%-18.2pp | 32.79%-20.6pp | 373.84%-361.6pp |
| Employer contribution / active EE | $11,477 | $3,912+193.4% | $2,976+285.7% | $4,755+141.4% |
| Participant deferral / active EE | $14,934 | $5,891+153.5% | $4,568+226.9% | $6,713+122.5% |
| Admin fee / account holder | $1,384 | $8,932-84.5% | $6,430-78.5% | $11,407-87.9% |