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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 | $2,201 | $227,399-99.0% | $189,758-98.8% | $198,609-98.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.45% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $5,867 | $5,526+6.2% | $4,767+23.1% | $5,055+16.1% |
| Participant deferral / active EE | $7,023 | $6,837+2.7% | $5,856+19.9% | $6,977+0.7% |
| Admin fee / account holder | $416 | $25,162-98.3% | $20,388-98.0% | $19,030-97.8% |