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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 | $29,283 | $58,828-50.2% | $78,002-62.5% | $62,881-53.4% |
| Participation rate | 82.4% | 71.1%+11.3pp | 75.5%+6.8pp | 69.3%+13.0pp |
| Annual return | 2.03% | 17.16%-15.1pp | 425.99%-424.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $820 | $4,393-81.3% | $5,481-85.0% | $4,296-80.9% |