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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 | $13,349 | $49,897-73.2% | $80,648-83.4% | $75,177-82.2% |
| Participation rate | 96.8% | 55.3%+41.5pp | 67.0%+29.8pp | 67.2%+29.6pp |
| Annual return | 5.69% | 34.68%-29.0pp | 937.21%-931.5pp | 160.75%-155.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $562 | $3,579-84.3% | $5,382-89.6% | $5,651-90.0% |