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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 | $78,097 | $58,275+34.0% | $81,844-4.6% | $80,935-3.5% |
| Participation rate | 96.4% | 63.5%+33.0pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 9.60% | 41.82%-32.2pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,789 | $4,749+253.6% | $7,355+128.3% | $6,924+142.5% |