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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 | $7,678 | $115,783-93.4% | $65,289-88.2% | $139,427-94.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 3.30% | 31.21%-27.9pp | 47.38%-44.1pp | 373.27%-370.0pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,290 | $6,701+8.8% | $4,113+77.2% | $11,404-36.1% |