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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 | $56,687 | $145,431-61.0% | $211,142-73.2% | $87,485-35.2% |
| Participation rate | 83.0% | 84.7%-1.8pp | 87.3%-4.3pp | 68.9%+14.0pp |
| Annual return | 9.05% | 27.21%-18.2pp | 46.84%-37.8pp | 26.06%-17.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,724 | $17,052-66.4% | $19,076-70.0% | $7,775-26.4% |