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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 | $89,888 | $179,235-49.8% | $161,646-44.4% | $254,542-64.7% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 12.29% | 12.78%-0.5pp | 12.93%-0.6pp | 12.16%+0.1pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $6,003 | $5,275+13.8% | $4,659+28.8% | $17,640-66.0% |