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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 | $60,826 | $69,977-13.1% | $108,582-44.0% | $62,881-3.3% |
| Participation rate | 82.2% | 72.9%+9.3pp | 79.6%+2.7pp | 69.3%+12.9pp |
| Annual return | 3.26% | 10.73%-7.5pp | -51.70%+55.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,460 | $5,076-51.5% | $7,645-67.8% | $4,296-42.7% |