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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 | $107,214 | $65,704+63.2% | $94,229+13.8% | $59,633+79.8% |
| Participation rate | 87.1% | 72.1%+15.0pp | 78.8%+8.3pp | 68.7%+18.4pp |
| Annual return | -3.31% | 5.22%-8.5pp | 10.68%-14.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,702 | $4,265+10.3% | $6,269-25.0% | $4,297+9.4% |