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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 | $14,885 | $155,555-90.4% | $146,866-89.9% | $155,188-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.61% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $5,892 | $4,647+26.8% | $4,425+33.2% | $4,248+38.7% |
| Participant deferral / active EE | $14,673 | $8,044+82.4% | $7,759+89.1% | $6,531+124.7% |
| Admin fee / account holder | $1,214 | $14,755-91.8% | $13,620-91.1% | $14,480-91.6% |