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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 | $71,621 | $100,194-28.5% | $122,979-41.8% | $86,983-17.7% |
| Participation rate | 82.8% | 73.0%+9.8pp | 77.2%+5.6pp | 69.5%+13.2pp |
| Annual return | -6.90% | 16.47%-23.4pp | 20.12%-27.0pp | 25.83%-32.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,120 | $10,148-59.4% | $12,864-68.0% | $7,856-47.6% |