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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 | $90,689 | $222,828-59.3% | $180,484-49.8% | $248,183-63.5% |
| Participation rate | 75.0% | 32.1%+42.9pp | 10.1%+64.9pp | 45.9%+29.1pp |
| Annual return | 9.13% | 3.14%+6.0pp | 10.53%-1.4pp | 10.21%-1.1pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $4,945 | $1,524+224.5% | $1,273+288.4% | $13,518-63.4% |