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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 | $87,526 | $105,623-17.1% | $87,5020% | $273,972-68.1% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | 0.64% | 12.26%-11.6pp | 12.21%-11.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,076 | $4,781-56.6% | $4,221-50.8% | $10,133-79.5% |