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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 | $11,208 | $52,279-78.6% | $89,435-87.5% | $79,856-86.0% |
| Participation rate | 87.0% | 57.5%+29.5pp | 68.0%+19.0pp | 69.6%+17.4pp |
| Annual return | 0.86% | 22.16%-21.3pp | 245.55%-244.7pp | 31.71%-30.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $378 | $3,356-88.7% | $4,884-92.3% | $5,306-92.9% |