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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 | $9,246 | $99,345-90.7% | $84,753-89.1% | $273,972-96.6% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 3.64% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $5,265 | $4,214+25.0% | $3,574+47.3% | $4,869+8.1% |
| Participant deferral / active EE | $1,314 | $4,270-69.2% | $3,712-64.6% | $5,287-75.1% |
| Admin fee / account holder | $485 | $6,645-92.7% | $5,333-90.9% | $10,133-95.2% |