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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 | $105,284-59.6% | $150,734-71.8% | $94,015-54.8% |
| Participation rate | 98.1% | 71.7%+26.3pp | 78.4%+19.6pp | 70.8%+27.3pp |
| Annual return | 4.79% | 15.67%-10.9pp | 600.81%-596.0pp | 17.84%-13.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $468 | $9,839-95.2% | $14,905-96.9% | $8,951-94.8% |