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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 | $159,162 | $317,758-49.9% | $310,574-48.8% | $330,599-51.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 3.53% | 8.10%-4.6pp | 8.04%-4.5pp | 13.05%-9.5pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $136,270 | $9,260+1371.6% | $8,889+1432.9% | $31,365+334.5% |