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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 | $20,444 | $95,959-78.7% | $97,411-79.0% | $138,895-85.3% |
| Participation rate | 0.0% | 81.8%-81.8pp | 80.4%-80.4pp | 79.9%-79.9pp |
| Annual return | 7.60% | 29.30%-21.7pp | 34.72%-27.1pp | 145.39%-137.8pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47,083 | $7,555+523.2% | $7,145+559.0% | $12,562+274.8% |