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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% | $105,290+129.9% | $418,949-42.2% |
| Participation rate | 100.0% | 11.8%+88.2pp | 13.5%+86.5pp | 35.7%+64.3pp |
| Annual return | 9.38% | 80.57%-71.2pp | 64.50%-55.1pp | 15.19%-5.8pp |
| Employer contribution / active EE | $0 | $26,460-100.0% | $23,990-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $15,478 | $5,412+186.0% | $4,431+249.3% | $50,584-69.4% |