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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 | $59,754 | $45,087+32.5% | $69,483-14.0% | $72,976-18.1% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 4.82% | 22.67%-17.8pp | 28.99%-24.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,972 | $3,057-2.8% | $3,841-22.6% | $5,124-42.0% |