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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 | $39,061 | $48,118-18.8% | $136,833-71.5% | $94,015-58.5% |
| Participation rate | 95.5% | 47.4%+48.1pp | 59.0%+36.4pp | 70.8%+24.6pp |
| Annual return | 1.75% | 14.65%-12.9pp | 35.32%-33.6pp | 17.84%-16.1pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $39,098 | $3,059+1178.0% | $4,706+730.9% | $8,951+336.8% |