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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 | $14,236 | $60,442-76.4% | $96,754-85.3% | $87,485-83.7% |
| Participation rate | 95.5% | 58.7%+36.8pp | 70.3%+25.2pp | 68.9%+26.6pp |
| Annual return | 0.81% | 21.97%-21.2pp | 82.04%-81.2pp | 26.06%-25.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $426 | $5,069-91.6% | $8,905-95.2% | $7,775-94.5% |