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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 | $248,360 | $315,483-21.3% | $273,431-9.2% | $483,350-48.6% |
| Participation rate | 0.0% | 86.8%-86.8pp | 82.4%-82.4pp | 89.0%-89.0pp |
| Annual return | 12.35% | -10.46%+22.8pp | -9.23%+21.6pp | 533.38%-521.0pp |
| Employer contribution / active EE | $0 | $11,830-100.0% | $9,562-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $5,137-100.0% | $4,950-100.0% | $6,196-100.0% |
| Admin fee / account holder | $31,621 | $22,551+40.2% | $20,305+55.7% | $41,445-23.7% |