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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 | $43,713 | $54,162-19.3% | $68,612-36.3% | $64,173-31.9% |
| Participation rate | 85.4% | 68.1%+17.4pp | 72.2%+13.2pp | 69.6%+15.8pp |
| Annual return | -7.90% | -1.62%-6.3pp | -4.63%-3.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,080 | $4,029-73.2% | $5,131-78.9% | $4,887-77.9% |