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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 | $106,749-58.3% | $145,433-69.4% | $82,448-46.0% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 9.16% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,807 | $8,390-54.6% | $13,129-71.0% | $7,234-47.4% |