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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 | $52,977 | $48,053+10.2% | $84,623-37.4% | $72,983-27.4% |
| Participation rate | 95.4% | 57.6%+37.8pp | 68.2%+27.2pp | 69.5%+25.9pp |
| Annual return | 16.28% | 37.39%-21.1pp | 258.77%-242.5pp | 81.01%-64.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,742 | $3,395-19.2% | $4,913-44.2% | $5,124-46.5% |