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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 | $221,650 | $45,050+392.0% | $63,018+251.7% | $70,126+216.1% |
| Participation rate | 86.8% | 69.5%+17.3pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 6.63% | 18.76%-12.1pp | 87.62%-81.0pp | 73.15%-66.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,470 | $2,834+516.4% | $3,601+385.2% | $4,645+276.1% |