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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 | $26,172 | $69,590-62.4% | $136,867-80.9% | $94,015-72.2% |
| Participation rate | 95.9% | 66.3%+29.6pp | 74.5%+21.4pp | 70.8%+25.1pp |
| Annual return | 4.87% | 19.62%-14.7pp | 42.97%-38.1pp | 17.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,129 | $8,912-53.7% | $10,340-60.1% | $8,951-53.9% |