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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 | $11,836 | $87,542-86.5% | $75,782-84.4% | $125,393-90.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.72% | 13.48%-14.2pp | 9.68%-10.4pp | 282.23%-283.0pp |
| Employer contribution / active EE | $1,682 | $3,930-57.2% | $3,323-49.4% | $4,866-65.4% |
| Participant deferral / active EE | $2,860 | $4,229-32.4% | $3,652-21.7% | $5,351-46.6% |
| Admin fee / account holder | $2,952 | $6,502-54.6% | $5,300-44.3% | $9,541-69.1% |