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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 | $232,077-58.0% | $232,077-58.0% | $422,293-76.9% |
| Participation rate | 100.0% | 57.1%+42.9pp | 40.0%+60.0pp | 34.7%+65.3pp |
| Annual return | 7.87% | 12.73%-4.9pp | 12.61%-4.7pp | 12.28%-4.4pp |
| Employer contribution / active EE | $0 | $28,282-100.0% | $25,149-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $22-100.0% | $93-100.0% |
| Admin fee / account holder | $1,217 | $271,923-99.6% | $271,923-99.6% | $47,656-97.4% |