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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 | $142,972-60.4% | $214,702-73.6% | $86,983-34.8% |
| Participation rate | 83.0% | 84.9%-1.9pp | 87.5%-4.5pp | 69.5%+13.4pp |
| Annual return | 9.05% | 18.49%-9.4pp | 54.55%-45.5pp | 25.83%-16.8pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,724 | $17,617-67.5% | $19,830-71.1% | $7,856-27.1% |