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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 | $41,003 | $93,346-56.1% | $71,796-42.9% | $273,972-85.0% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.1%+19.1pp | 83.0%+5.2pp |
| Annual return | 0.96% | 130.39%-129.4pp | 78.04%-77.1pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,979 | $6,571-69.9% | $4,815-58.9% | $10,133-80.5% |