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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 | $232,731 | $116,289+100.1% | $106,128+119.3% | $330,599-29.6% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.2%+87.8pp | 43.7%+56.3pp |
| Annual return | 17.21% | 3.50%+13.7pp | 5.16%+12.0pp | 13.05%+4.2pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $16,205 | $22,109-26.7% | $16,625-2.5% | $31,365-48.3% |