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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 | $46,208 | $779,308-94.1% | $748,470-93.8% | $350,051-86.8% |
| Participation rate | 94.4% | 27.7%+66.8pp | 21.7%+72.7pp | 44.5%+49.9pp |
| Annual return | 0.94% | -0.99%+1.9pp | 0.46%+0.5pp | -14.65%+15.6pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $7,440 | $32,803-77.3% | $29,938-75.1% | $14,582-49.0% |