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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 | $33,301 | $90,745-63.3% | $130,270-74.4% | $75,177-55.7% |
| Participation rate | 93.7% | 71.1%+22.6pp | 76.3%+17.4pp | 67.2%+26.4pp |
| Annual return | -10.13% | 34.45%-44.6pp | 38.89%-49.0pp | 160.75%-170.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,128-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,104 | $6,331-3.6% | $6,022+1.4% | $5,651+8.0% |