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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 | $69,772 | $531,493-86.9% | $108,671-35.8% | $531,493-86.9% |
| Participation rate | 100.0% | 86.9%+13.1pp | 83.6%+16.4pp | 86.9%+13.1pp |
| Annual return | 24.62% | 9.90%+14.7pp | 4.39%+20.2pp | 9.90%+14.7pp |
| Employer contribution / active EE | $0 | $22,507-100.0% | $4,751-100.0% | $22,507-100.0% |
| Participant deferral / active EE | $0 | $6,071-100.0% | $4,166-100.0% | $6,071-100.0% |
| Admin fee / account holder | $1,942 | $42,466-95.4% | $336+477.9% | $42,466-95.4% |