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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 | $97,433 | $88,648+9.9% | $88,648+9.9% | $328,120-70.3% |
| Participation rate | 100.0% | 50.0%+50.0pp | 37.5%+62.5pp | 34.1%+65.9pp |
| Annual return | 7.87% | 8.59%-0.7pp | 8.71%-0.8pp | 13.02%-5.2pp |
| Employer contribution / active EE | $0 | $25,891-100.0% | $23,024-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $1,217 | $648+87.9% | $648+87.9% | $39,117-96.9% |