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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 | $83,593 | $107,941-22.6% | $91,994-9.1% | $152,909-45.3% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 13.94% | 89.28%-75.3pp | 69.04%-55.1pp | 345.46%-331.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45,720 | $10,521+334.6% | $7,744+490.4% | $11,601+294.1% |