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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 | $3,756 | $138,078-97.3% | $125,363-97.0% | $134,509-97.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -10.04% | 750.49%-760.5pp | 572.15%-582.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $12,008 | $5,245+129.0% | $4,815+149.4% | $4,741+153.3% |
| Participant deferral / active EE | $20,622 | $7,800+164.4% | $7,447+176.9% | $6,400+222.2% |
| Admin fee / account holder | $5,382 | $11,566-53.5% | $10,005-46.2% | $11,427-52.9% |