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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 | $50,197 | $81,504-38.4% | $102,437-51.0% | $80,959-38.0% |
| Participation rate | 96.6% | 66.9%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 10.14% | 25.60%-15.5pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,489 | $6,719-63.0% | $8,388-70.3% | $6,925-64.1% |