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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 | $42,815 | $77,896-45.0% | $134,172-68.1% | $82,448-48.1% |
| Participation rate | 87.5% | 62.8%+24.7pp | 72.5%+15.0pp | 68.1%+19.4pp |
| Annual return | 9.26% | 18.21%-9.0pp | 25.30%-16.0pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $849 | $6,336-86.6% | $12,016-92.9% | $7,234-88.3% |