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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 | $74,745 | $100,194-25.4% | $122,979-39.2% | $86,983-14.1% |
| Participation rate | 87.9% | 73.0%+14.9pp | 77.2%+10.7pp | 69.5%+18.3pp |
| Annual return | 9.49% | 16.47%-7.0pp | 20.12%-10.6pp | 25.83%-16.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,968 | $10,148-51.0% | $12,864-61.4% | $7,856-36.8% |