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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 | $10,655 | $35,183-69.7% | $73,545-85.5% | $70,124-84.8% |
| Participation rate | 98.3% | 42.9%+55.3pp | 54.9%+43.3pp | 69.5%+28.7pp |
| Annual return | 9.76% | 26.90%-17.1pp | -15.16%+24.9pp | 73.14%-63.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $993 | $2,302-56.9% | $2,320-57.2% | $4,645-78.6% |