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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 | $37,414 | $102,609-63.5% | $98,090-61.9% | $138,895-73.1% |
| Participation rate | 86.7% | 82.8%+3.9pp | 81.5%+5.1pp | 79.9%+6.7pp |
| Annual return | 8.97% | 36.44%-27.5pp | 37.05%-28.1pp | 145.39%-136.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,004 | $11,434-38.7% | $11,815-40.7% | $12,562-44.2% |