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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 | $51,262 | $305,846-83.2% | $85,571-40.1% | $305,846-83.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 94.4%+5.6pp | 78.7%+21.3pp |
| Annual return | 18.32% | 15.13%+3.2pp | 16.48%+1.8pp | 15.13%+3.2pp |
| Employer contribution / active EE | $0 | $13,736-100.0% | $793-100.0% | $13,736-100.0% |
| Participant deferral / active EE | $0 | $7,119-100.0% | $2,455-100.0% | $7,119-100.0% |
| Admin fee / account holder | $5,135 | $37,539-86.3% | $6,801-24.5% | $37,539-86.3% |