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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 | $32,483 | $61,605-47.3% | $112,273-71.1% | $75,173-56.8% |
| Participation rate | 90.6% | 61.7%+28.9pp | 72.4%+18.2pp | 67.2%+23.4pp |
| Annual return | 10.10% | 28.47%-18.4pp | 30.23%-20.1pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,454 | $4,862-70.1% | $7,752-81.2% | $5,651-74.3% |