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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 | $63,045 | $72,027-12.5% | $185,861-66.1% | $79,856-21.1% |
| Participation rate | 71.9% | 65.8%+6.1pp | 78.0%-6.2pp | 69.6%+2.2pp |
| Annual return | 11.23% | 23.13%-11.9pp | 35.96%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,937 | $4,513-12.8% | $9,503-58.6% | $5,306-25.8% |