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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 | $146,590 | $152,592-3.9% | $125,180+17.1% | $152,885-4.1% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.5%+7.0pp |
| Annual return | 3.72% | 54.84%-51.1pp | 43.79%-40.1pp | 345.39%-341.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,856 | $13,435-56.4% | $9,703-39.6% | $11,598-49.5% |