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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,281 | $58,828-19.6% | $78,002-39.4% | $62,881-24.8% |
| Participation rate | 93.0% | 71.1%+21.9pp | 75.5%+17.5pp | 69.3%+23.7pp |
| Annual return | 0.31% | 17.16%-16.9pp | 425.99%-425.7pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,653 | $4,393-62.4% | $5,481-69.8% | $4,296-61.5% |