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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 | $65,534 | $102,385-36.0% | $147,080-55.4% | $80,935-19.0% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 9.07% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,366 | $7,951-45.1% | $12,989-66.4% | $6,924-36.9% |