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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 | $238,202 | $81,208+193.3% | $98,920+140.8% | $79,852+198.3% |
| Participation rate | 72.4% | 72.5%-0.1pp | 76.0%-3.6pp | 69.6%+2.8pp |
| Annual return | 7.68% | 60.99%-53.3pp | 196.47%-188.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26,503 | $6,013+340.8% | $6,643+299.0% | $5,306+399.5% |