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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 | $57,590-75.3% | $86,233-83.5% | $82,448-82.7% |
| Participation rate | 95.5% | 57.9%+37.7pp | 69.0%+26.5pp | 68.1%+27.5pp |
| Annual return | 0.81% | 22.41%-21.6pp | 61.39%-60.6pp | 41.64%-40.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $426 | $4,730-91.0% | $8,342-94.9% | $7,234-94.1% |