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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 | $57,191 | $81,446-29.8% | $103,374-44.7% | $80,874-29.3% |
| Participation rate | 75.9% | 66.9%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 9.77% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $827 | $6,715-87.7% | $8,394-90.2% | $6,935-88.1% |