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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 | $51,639 | $60,349-14.4% | $74,184-30.4% | $62,881-17.9% |
| Participation rate | 89.2% | 72.7%+16.4pp | 76.6%+12.5pp | 69.3%+19.9pp |
| Annual return | -3.21% | 21.38%-24.6pp | 17.74%-20.9pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,063 | $4,261-28.1% | $5,586-45.2% | $4,296-28.7% |