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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 | $11,590 | $32,037-63.8% | $69,182-83.2% | $62,881-81.6% |
| Participation rate | 96.9% | 43.4%+53.5pp | 55.1%+41.8pp | 69.3%+27.6pp |
| Annual return | -10.69% | 15.16%-25.9pp | -21.93%+11.2pp | 20.14%-30.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $668 | $2,608-74.4% | $2,697-75.2% | $4,296-84.5% |