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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 | $97,874 | $60,349+62.2% | $74,184+31.9% | $62,881+55.6% |
| Participation rate | 89.6% | 72.7%+16.8pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | -2.92% | 21.38%-24.3pp | 17.74%-20.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,427 | $4,261+309.0% | $5,586+212.0% | $4,296+305.7% |