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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 | $22,902 | $57,541-60.2% | $95,740-76.1% | $75,173-69.5% |
| Participation rate | 82.3% | 62.5%+19.7pp | 72.3%+10.0pp | 67.2%+15.1pp |
| Annual return | 1.86% | 34.93%-33.1pp | 28.41%-26.6pp | 160.72%-158.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,387 | $4,099-17.4% | $5,676-40.3% | $5,651-40.1% |