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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 | $30,278 | $86,919-65.2% | $102,457-70.4% | $80,911-62.6% |
| Participation rate | 78.7% | 72.4%+6.3pp | 76.5%+2.2pp | 67.6%+11.1pp |
| Annual return | 9.65% | 18.90%-9.2pp | 29.41%-19.8pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $32,267 | $8,049+300.9% | $9,451+241.4% | $6,935+365.3% |