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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 | $31,790 | $72,492-56.1% | $87,104-63.5% | $72,975-56.4% |
| Participation rate | 83.1% | 72.8%+10.2pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | -3.87% | 24.46%-28.3pp | 28.19%-32.1pp | 81.01%-84.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $729 | $5,055-85.6% | $7,491-90.3% | $5,124-85.8% |