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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 | $925 | $183,592-99.5% | $155,574-99.4% | $145,877-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 61.37%-46.7pp | 64.87%-50.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,783 | $5,317-10.0% | $4,676+2.3% | $4,663+2.6% |
| Participant deferral / active EE | $6,921 | $6,466+7.0% | $5,629+22.9% | $6,691+3.4% |
| Admin fee / account holder | $1,218 | $19,316-93.7% | $15,914-92.3% | $13,402-90.9% |