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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 | $88,952 | $167,533-46.9% | $151,645-41.3% | $134,545-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.26% | 7.81%-29.1pp | 3.34%-24.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,056 | $8,985+67.6% | $8,363+80.0% | $6,401+135.2% |
| Admin fee / account holder | $2,616 | $13,781-81.0% | $11,614-77.5% | $11,431-77.1% |