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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 | $47,330 | $102,978-54.0% | $90,287-47.6% | $152,870-69.0% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 4.44% | 95.17%-90.7pp | 78.10%-73.7pp | 345.34%-340.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,940 | $6,171-68.6% | $5,351-63.8% | $11,597-83.3% |