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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 | $104,489 | $138,393-24.5% | $184,256-43.3% | $80,959+29.1% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.7%+26.4pp |
| Annual return | 4.41% | 20.01%-15.6pp | 28.85%-24.4pp | 35.67%-31.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,953 | $10,489-81.4% | $13,899-85.9% | $6,925-71.8% |