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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 | $42,572 | $81,457-47.7% | $103,378-58.8% | $80,911-47.4% |
| Participation rate | 78.8% | 66.8%+12.0pp | 74.5%+4.3pp | 67.6%+11.2pp |
| Annual return | 9.19% | 25.58%-16.4pp | 24.91%-15.7pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,572 | $6,717-46.8% | $8,401-57.5% | $6,935-48.5% |