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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 | $242,011 | $136,833+76.9% | $136,833+76.9% | $328,120-26.2% |
| Participation rate | 100.0% | 15.4%+84.6pp | 12.5%+87.5pp | 34.1%+65.9pp |
| Annual return | 9.38% | -4.47%+13.8pp | -1.97%+11.3pp | 13.02%-3.6pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $15,478 | $5,412+186.0% | $5,412+186.0% | $39,117-60.4% |