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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 | $55,369 | $127,229-56.5% | $115,939-52.2% | $237,064-76.6% |
| Participation rate | 75.0% | 22.8%+52.2pp | 19.3%+55.7pp | 45.6%+29.4pp |
| Annual return | 0.70% | 3.55%-2.9pp | 3.97%-3.3pp | 4.16%-3.5pp |
| Employer contribution / active EE | $10,611 | $33,688-68.5% | $28,168-62.3% | $42,918-75.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $1,761 | $15,835-88.9% | $12,837-86.3% | $21,465-91.8% |