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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 | $12,161 | $81,276-85.0% | $155,574-92.2% | $80,925-85.0% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 9.23% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $462 | $7,993-94.2% | $15,914-97.1% | $6,940-93.3% |