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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 | $19,422 | $49,255-60.6% | $70,494-72.4% | $79,856-75.7% |
| Participation rate | 77.5% | 69.2%+8.3pp | 75.1%+2.4pp | 69.6%+7.9pp |
| Annual return | 4.03% | 30.10%-26.1pp | 109.16%-105.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $767 | $2,879-73.4% | $3,848-80.1% | $5,306-85.6% |