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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 | $42,927 | $115,931-63.0% | $185,441-76.9% | $86,983-50.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 80.3%-0.3pp | 69.5%+10.5pp |
| Annual return | 10.11% | 21.47%-11.4pp | 20.16%-10.1pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $638 | $10,687-94.0% | $17,890-96.4% | $7,856-91.9% |