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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 | $33,371 | $444,773-92.5% | $444,773-92.5% | $328,120-89.8% |
| Participation rate | 100.0% | 50.8%+49.2pp | 42.7%+57.3pp | 34.1%+65.9pp |
| Annual return | 17.41% | 6.34%+11.1pp | 6.38%+11.0pp | 13.02%+4.4pp |
| Employer contribution / active EE | $0 | $40,783-100.0% | $39,647-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $4,128 | $37,010-88.8% | $37,010-88.8% | $39,117-89.4% |