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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 | $45,209 | $81,358-44.4% | $155,556-70.9% | $80,959-44.2% |
| Participation rate | 91.3% | 66.3%+25.0pp | 78.2%+13.1pp | 67.7%+23.6pp |
| Annual return | -14.56% | 33.39%-47.9pp | 64.84%-79.4pp | 35.67%-50.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,814 | $7,994-27.3% | $15,885-63.4% | $6,925-16.0% |