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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 | $61,125-57.2% | $94,057-72.2% | $87,485-70.1% |
| Participation rate | 95.9% | 64.1%+31.9pp | 73.3%+22.6pp | 68.9%+27.0pp |
| Annual return | 4.87% | 35.20%-30.3pp | 480.62%-475.8pp | 26.06%-21.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,129 | $5,629-26.6% | $7,244-43.0% | $7,775-46.9% |