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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 | $69,207 | $57,828+19.7% | $117,039-40.9% | $70,126-1.3% |
| Participation rate | 88.9% | 67.1%+21.8pp | 77.2%+11.7pp | 69.5%+19.3pp |
| Annual return | 11.41% | 17.55%-6.1pp | 18.95%-7.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,128 | $3,548-40.0% | $5,974-64.4% | $4,645-54.2% |