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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 | $2,002 | $202,389-99.0% | $198,173-99.0% | $248,183-99.2% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 10.55% | 9.90%+0.6pp | 10.16%+0.4pp | 10.21%+0.3pp |
| Employer contribution / active EE | $18,161 | $36,071-49.7% | $33,192-45.3% | $42,272-57.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $7,113 | $7,397-3.8% | $7,531-5.5% | $13,518-47.4% |