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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 | $8,154 | $124,980-93.5% | $108,359-92.5% | $154,746-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 27.66% | 45.00%-17.3pp | 36.89%-9.2pp | 172.34%-144.7pp |
| Employer contribution / active EE | $4,480 | $2,851+57.2% | $2,399+86.7% | $4,379+2.3% |
| Participant deferral / active EE | $8,112 | $4,743+71.0% | $4,137+96.1% | $6,730+20.5% |
| Admin fee / account holder | $3,771 | $11,502-67.2% | $9,741-61.3% | $14,365-73.7% |