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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 | $40,384 | $57,828-30.2% | $117,039-65.5% | $70,126-42.4% |
| Participation rate | 78.6% | 67.1%+11.5pp | 77.2%+1.4pp | 69.5%+9.0pp |
| Annual return | 10.56% | 17.55%-7.0pp | 18.95%-8.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,815 | $3,548+7.5% | $5,974-36.1% | $4,645-17.9% |