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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 | $214,070 | $91,537+133.9% | $130,045+64.6% | $75,173+184.8% |
| Participation rate | 89.7% | 71.5%+18.3pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 10.08% | -631.55%+641.6pp | -137.30%+147.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,303 | $6,780-36.5% | $10,600-59.4% | $5,651-23.8% |