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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 | $24,300 | $107,666-77.4% | $102,184-76.2% | $154,746-84.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 0.27% | 29.33%-29.1pp | 31.58%-31.3pp | 172.34%-172.1pp |
| Employer contribution / active EE | $1,951 | $3,846-49.3% | $3,594-45.7% | $4,379-55.4% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,004 | $12,943-30.4% | $11,609-22.4% | $14,365-37.3% |