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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 | $162,411 | $162,803-0.2% | $473,625-65.7% | $285,997-43.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 11.08% | 17.22%-6.1pp | 20.18%-9.1pp | 24.44%-13.4pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $825 | $1,223-32.6% | $2,262-63.5% | $22,013-96.3% |