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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 | $40,698 | $86,949-53.2% | $102,460-60.3% | $80,959-49.7% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.7%+26.3pp |
| Annual return | 9.04% | 18.89%-9.9pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,137 | $8,048-85.9% | $9,460-88.0% | $6,925-83.6% |