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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 | $47,260 | $48,364-2.3% | $71,796-34.2% | $62,881-24.8% |
| Participation rate | 93.2% | 60.6%+32.6pp | 69.1%+24.1pp | 69.3%+23.9pp |
| Annual return | 2.63% | 13.16%-10.5pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,148 | $3,771-16.5% | $4,815-34.6% | $4,296-26.7% |