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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 | $235,729 | $452,427-47.9% | $452,427-47.9% | $430,769-45.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.9%+13.1pp | 90.6%+9.4pp |
| Annual return | 6.88% | 166.35%-159.5pp | 124.80%-117.9pp | 10.77%-3.9pp |
| Employer contribution / active EE | $0 | $26,315-100.0% | $24,835-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $5,751-100.0% | $6,968-100.0% |
| Admin fee / account holder | $17,997 | $36,930-51.3% | $36,930-51.3% | $18,309-1.7% |