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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 | $51,090 | $138,393-63.1% | $184,256-72.3% | $80,959-36.9% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.7%+31.1pp |
| Annual return | 8.03% | 20.01%-12.0pp | 28.85%-20.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,515 | $10,489-66.5% | $13,899-74.7% | $6,925-49.2% |