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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 | $69,026 | $58,512+18.0% | $84,020-17.8% | $72,983-5.4% |
| Participation rate | 90.3% | 61.2%+29.1pp | 69.0%+21.3pp | 69.5%+20.8pp |
| Annual return | 2.78% | 28.93%-26.1pp | 71.31%-68.5pp | 81.01%-78.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,338 | $4,569-70.7% | $6,101-78.1% | $5,124-73.9% |