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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 | $213,692 | $281,394-24.1% | $270,125-20.9% | $350,408-39.0% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -11.61% | -41.91%+30.3pp | -38.85%+27.2pp | -14.65%+3.0pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,317-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $1,469 | $15,763-90.7% | $16,942-91.3% | $14,631-90.0% |