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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 | $86,834 | $224,669-61.4% | $202,297-57.1% | $287,034-69.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.9%+44.1pp |
| Annual return | 16.55% | 14.33%+2.2pp | 14.21%+2.3pp | 24.44%-7.9pp |
| Employer contribution / active EE | $0 | $33,894-100.0% | $29,473-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $3,509 | $9,002-61.0% | $7,524-53.4% | $22,013-84.1% |