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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 | $74,339 | $202,389-63.3% | $198,173-62.5% | $248,183-70.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 8.49% | 9.90%-1.4pp | 10.16%-1.7pp | 10.21%-1.7pp |
| Employer contribution / active EE | $75,000 | $36,071+107.9% | $33,192+126.0% | $42,272+77.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $1,022 | $7,397-86.2% | $7,531-86.4% | $13,518-92.4% |