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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 | $56,503 | $65,364-13.6% | $92,909-39.2% | $72,975-22.6% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 3.10% | 42.11%-39.0pp | 109.44%-106.3pp | 81.01%-77.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22,696 | $4,251+433.9% | $5,795+291.6% | $5,124+342.9% |