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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 | $133,891 | $149,778-10.6% | $118,946+12.6% | $158,950-15.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 2.21% | 19.95%-17.7pp | 35.89%-33.7pp | 302.91%-300.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,671 | $8,604+12.4% | $6,581+47.0% | $11,248-14.0% |