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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 | $42,503 | $89,259-52.4% | $107,187-60.3% | $82,637-48.6% |
| Participation rate | 98.1% | 67.9%+30.1pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 4.79% | 21.02%-16.2pp | 204.55%-199.8pp | 53.51%-48.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $468 | $7,381-93.7% | $9,162-94.9% | $7,339-93.6% |