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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 | $44,500 | $107,421-58.6% | $182,262-75.6% | $94,015-52.7% |
| Participation rate | 82.4% | 77.8%+4.6pp | 84.2%-1.9pp | 70.8%+11.5pp |
| Annual return | 9.16% | 21.32%-12.2pp | 140.60%-131.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,807 | $8,692-56.2% | $16,712-77.2% | $8,951-57.5% |