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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 | $27,337 | $48,078-43.1% | $78,676-65.3% | $62,881-56.5% |
| Participation rate | 94.6% | 65.2%+29.4pp | 73.6%+21.0pp | 69.3%+25.3pp |
| Annual return | 1.24% | 31.36%-30.1pp | 62.19%-60.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,844 | $3,206+51.1% | $4,510+7.4% | $4,296+12.8% |