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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 | $151,952 | $318,230-52.3% | $306,246-50.4% | $285,997-46.9% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 7.56% | 37.67%-30.1pp | 35.15%-27.6pp | 24.44%-16.9pp |
| Employer contribution / active EE | $0 | $48,360-100.0% | $46,389-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $19,069 | $4,311+342.3% | $4,448+328.7% | $22,013-13.4% |