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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 | $80,663 | $183,968-56.2% | $162,166-50.3% | $152,870-47.2% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 5.21% | 150.77%-145.6pp | 115.59%-110.4pp | 345.34%-340.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12,803 | $13,121-2.4% | $10,842+18.1% | $11,597+10.4% |