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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 | $214,276 | $377,755-43.3% | $377,755-43.3% | $479,618-55.3% |
| Participation rate | 100.0% | 91.5%+8.5pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | 2.97% | -22.74%+25.7pp | 308.27%-305.3pp | 101.32%-98.3pp |
| Employer contribution / active EE | $0 | $19,764-100.0% | $19,764-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $19,881 | $8,486+134.3% | $8,486+134.3% | $12,520+58.8% |