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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 | $117,734 | $212,386-44.6% | $199,883-41.1% | $138,895-15.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.07% | 47.75%-41.7pp | 43.81%-37.7pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,252 | $9,617+100.2% | $9,138+110.7% | $6,396+201.0% |
| Admin fee / account holder | $3,481 | $18,233-80.9% | $17,268-79.8% | $12,562-72.3% |