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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 | $92,730 | $54,320+70.7% | $67,652+37.1% | $52,331+77.2% |
| Participation rate | 96.2% | 73.6%+22.6pp | 75.7%+20.6pp | 68.1%+28.1pp |
| Annual return | -1.93% | 6.81%-8.7pp | 6625.40%-6627.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $53,129 | $527+9989.4% | $4,821+1002.1% | $592+8880.7% |