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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 | $145,757 | $343,683-57.6% | $333,750-56.3% | $350,051-58.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.5%+55.5pp |
| Annual return | -10.11% | -9.47%-0.6pp | -9.60%-0.5pp | -14.65%+4.5pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $10,373 | $5,347+94.0% | $5,181+100.2% | $14,582-28.9% |