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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 | $47,123 | $48,078-2.0% | $78,676-40.1% | $62,881-25.1% |
| Participation rate | 75.6% | 65.2%+10.4pp | 73.6%+2.0pp | 69.3%+6.3pp |
| Annual return | -0.25% | 31.36%-31.6pp | 62.19%-62.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,824 | $3,206-11.9% | $4,510-37.4% | $4,296-34.3% |