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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 | $32,322 | $54,757-41.0% | $90,300-64.2% | $72,983-55.7% |
| Participation rate | 78.6% | 65.1%+13.4pp | 73.3%+5.3pp | 69.5%+9.1pp |
| Annual return | 4.52% | 30.63%-26.1pp | 78.11%-73.6pp | 81.01%-76.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,100 | $3,972-22.0% | $5,353-42.1% | $5,124-39.5% |