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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 | $66,600 | $110,307-39.6% | $96,576-31.0% | $139,456-52.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.14% | 26.40%-24.3pp | 25.87%-23.7pp | 373.45%-371.3pp |
| Employer contribution / active EE | $1,499 | $3,619-58.6% | $2,965-49.4% | $4,753-68.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,280 | $11,597-89.0% | $8,253-84.5% | $11,407-88.8% |