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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 | $27,545 | $52,580-47.6% | $71,671-61.6% | $70,126-60.7% |
| Participation rate | 93.1% | 60.9%+32.2pp | 68.7%+24.4pp | 69.5%+23.6pp |
| Annual return | 11.89% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,746 | $3,653+112.1% | $5,558+39.4% | $4,645+66.7% |