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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 | $26,129 | $72,486-64.0% | $87,103-70.0% | $72,976-64.2% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.4pp | 69.5%+26.7pp |
| Annual return | 5.05% | 24.46%-19.4pp | 28.19%-23.1pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $382 | $5,055-92.4% | $7,491-94.9% | $5,124-92.5% |