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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 | $42,199 | $142,459-70.4% | $110,523-61.8% | $237,064-82.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | 5.90% | 0.75%+5.1pp | 1.69%+4.2pp | 4.16%+1.7pp |
| Employer contribution / active EE | $65,571 | $33,373+96.5% | $24,295+169.9% | $42,918+52.8% |
| Participant deferral / active EE | $734 | $1,105-33.6% | $1,031-28.8% | $128+474.2% |
| Admin fee / account holder | $2,302 | $905+154.3% | $1,392+65.4% | $21,465-89.3% |