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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 | $58,057-75.5% | $97,032-85.3% | $86,983-83.6% |
| Participation rate | 95.5% | 60.4%+35.2pp | 71.6%+24.0pp | 69.5%+26.0pp |
| Annual return | 0.81% | 22.26%-21.4pp | 35.38%-34.6pp | 25.83%-25.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $426 | $4,839-91.2% | $9,418-95.5% | $7,856-94.6% |