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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 | $67,885 | $87,834-22.7% | $133,975-49.3% | $62,881+8.0% |
| Participation rate | 94.7% | 83.4%+11.4pp | 87.1%+7.7pp | 69.3%+25.4pp |
| Annual return | 4.25% | 12.05%-7.8pp | 29.29%-25.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,326 | $5,372-38.1% | $9,324-64.3% | $4,296-22.6% |