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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 | $33,672 | $35,183-4.3% | $73,550-54.2% | $70,126-52.0% |
| Participation rate | 97.4% | 42.9%+54.5pp | 54.9%+42.5pp | 69.5%+27.9pp |
| Annual return | 12.24% | 26.90%-14.7pp | -15.16%+27.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,021 | $2,302-55.6% | $2,320-56.0% | $4,645-78.0% |